Ameritas Investment Company’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,974	Closed	-$277K	–	733
2021 Q2	$277K	Buy	+2,974	New	+$277K	0.01%	590
2020 Q2	–	Sell	-1,223	Closed	-$50K	–	803
2020 Q1	$50K	Hold	1,223	–	–	0.01%	702
2019 Q4	$79K	Buy	1,223 +1	+0.1%	+$62	0.02%	507
2019 Q3	$73K	Buy	+1,222	New	+$73.3K	0.01%	566
2019 Q1	–	Sell	-6,858	Closed	-$371K	–	1308
2018 Q4	$371K	Buy	+6,858	New	+$416K	0.08%	201

Other funds holding FYX

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

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

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

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

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

RJA

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

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameritas Investment Company's FYX Position: Q3 2021 in Review

Ameritas Investment Company sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2021, closing a stake of 2,974 shares — an estimated $277K sold.

Ameritas Investment Company first reported a position in FYX in Q4 2018 and held it in 5 quarters. The position peaked at $371K in Q4 2018. 117 funds tracked by Wall St. Rank hold FYX as of Q3 2021.

Ameritas Investment Company reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
Ameritas Investment Company sold 2,974 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2021, an estimated $277K.
Ameritas Investment Company first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's First Trust Small Cap Core AlphaDEX Fund position peaked at $371K in Q4 2018.
117 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.