Ameritas Investment Company’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Ameritas Investment Company’s Portfolio FXU Stock Details FXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,525	Closed	-$37K	–	799
2020 Q1	$37K	Buy	+1,525	New	+$43.2K	0.01%	800
2019 Q4	–	Sell	-1,525	Closed	-$45K	–	1091
2019 Q3	$45K	Buy	+1,525	New	+$44.2K	0.01%	683
2019 Q1	–	Sell	-1,041	Closed	-$28K	–	1304
2018 Q4	$28K	Buy	+1,041	New	+$29.1K	0.01%	763

Other funds holding FXU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ameritas Investment Company's FXU Position: Q2 2020 in Review

Ameritas Investment Company sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2020, closing a stake of 1,525 shares — an estimated $37K sold.

Ameritas Investment Company first reported a position in FXU in Q4 2018 and held it in 3 quarters. The position peaked at $45K in Q3 2019. 79 funds tracked by Wall St. Rank hold FXU as of Q2 2020.

Ameritas Investment Company reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 1,525 First Trust Utilities AlphaDEX Fund shares in Q2 2020, an estimated $37K.
Ameritas Investment Company first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's First Trust Utilities AlphaDEX Fund position peaked at $45K in Q3 2019.
79 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.