Ameritas Investment Company’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,770	Closed	-$90K	–	801
2020 Q1	$90K	Buy	+2,770	New	+$118K	0.01%	516
2019 Q4	–	Sell	-2,768	Closed	-$121K	–	1093
2019 Q3	$121K	Buy	+2,768	New	+$126K	0.02%	437
2019 Q1	–	Sell	-2,899	Closed	-$116K	–	1306
2018 Q4	$116K	Buy	+2,899	New	+$130K	0.03%	391

Other funds holding FYC

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ameritas Investment Company sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2020, closing a stake of 2,770 shares — an estimated $90K sold.

Ameritas Investment Company first reported a position in FYC in Q4 2018 and held it in 3 quarters. The position peaked at $121K in Q3 2019. 57 funds tracked by Wall St. Rank hold FYC as of Q2 2020.

Ameritas Investment Company reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 2,770 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2020, an estimated $90K.
Ameritas Investment Company first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's First Trust Small Cap Growth AlphaDEX Fund position peaked at $121K in Q3 2019.
57 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2020.

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