Ameritas Investment Company’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,789	Closed	-$49K	–	800
2020 Q1	$49K	Buy	+1,789	New	+$62.2K	0.01%	706
2019 Q4	–	Sell	-2,609	Closed	-$97K	–	1092
2019 Q3	$97K	Buy	+2,609	New	+$96.5K	0.02%	490
2019 Q1	–	Sell	-5,414	Closed	-$181K	–	1305
2018 Q4	$181K	Buy	+5,414	New	+$199K	0.04%	310

Other funds holding FXZ

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Ameritas Investment Company sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2020, closing a stake of 1,789 shares — an estimated $49K sold.

Ameritas Investment Company first reported a position in FXZ in Q4 2018 and held it in 3 quarters. The position peaked at $181K in Q4 2018. 45 funds tracked by Wall St. Rank hold FXZ as of Q2 2020.

Ameritas Investment Company reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 1,789 First Trust Materials AlphaDEX Fund shares in Q2 2020, an estimated $49K.
Ameritas Investment Company first reported a position in First Trust Materials AlphaDEX Fund in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's First Trust Materials AlphaDEX Fund position peaked at $181K in Q4 2018.
45 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2020.

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