Ameritas Advisory Services’s First Trust Managed Municipal ETF FMB Stock Holding History

Ameritas Advisory Services’s Portfolio FMB Stock Details FMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$866K	Buy	16,862 +4,167	+33%	+$213K	0.02%	603
2026 Q1	$643K	Buy	12,695 +8	+0.1%	+$411	0.02%	500
2025 Q4	$649K	Sell	12,687 -6,121	-33%	-$313K	0.02%	477
2025 Q3	$954K	Buy	18,808 +7,396	+65%	+$370K	0.06%	260
2025 Q2	$569K	Sell	11,412 -14,091	-55%	-$701K	0.03%	474
2025 Q1	$1.3M	Buy	25,503 +9	+0%	+$459	0.05%	326
2024 Q4	$1.3M	Sell	25,494 -219	-0.9%	-$11.3K	0.04%	348
2024 Q3	$1.34M	Sell	25,713 -335	-1%	-$17.3K	0.06%	312
2024 Q2	$1.33M	Sell	26,048 -4,126	-14%	-$210K	0.05%	338
2024 Q1	$1.54M	Buy	30,174 +20,129	+200%	+$1.04M	0.06%	284
2023 Q4	$517K	Sell	10,045 -30,279	-75%	-$1.51M	0.03%	424
2023 Q3	$1.96M	Buy	40,324 +7,681	+24%	+$386K	0.1%	204
2023 Q2	$1.65M	Sell	32,643 -12,022	-27%	-$610K	0.21%	106
2023 Q1	$2.27M	Sell	44,665 -19,952	-31%	-$1.01M	0.11%	174
2022 Q4	$3.24M	Sell	64,617 -6,995	-10%	-$347K	0.15%	145
2022 Q3	$3.49M	Sell	71,612 -108	-0.2%	-$5.49K	0.21%	104
2022 Q2	$3.63M	Sell	71,720 -4,050	-5%	-$208K	0.21%	106
2022 Q1	$4.02M	Sell	75,770 -3,158	-4%	-$174K	0.15%	114
2021 Q4	$4.5M	Buy	+78,928	New	+$4.48M	0.16%	103

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Ameritas Advisory Services's FMB Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Managed Municipal ETF (FMB) stake by 33% in Q2 2026, buying an estimated $213K and bringing the position to 16,862 shares worth $866K. The position accounts for 0.02% of the portfolio, ranked #603.

Ameritas Advisory Services first reported a position in FMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.5M in Q4 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Ameritas Advisory Services held 16,862 shares of First Trust Managed Municipal ETF worth $866K as of Q2 2026.
Ameritas Advisory Services bought 4,167 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $213K.
First Trust Managed Municipal ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #603 holding.
Ameritas Advisory Services first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's First Trust Managed Municipal ETF position peaked at $4.5M in Q4 2021.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.