Ameritas Advisory Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-13,510
| Closed | -$262K | – | 752 |
|
2023
Q3 | $262K | Buy |
+13,510
| New | +$262K | 0.01% | 672 |
|
2023
Q2 | – | Sell |
-13,510
| Closed | -$268K | – | 1277 |
|
2023
Q1 | $268K | Hold |
13,510
| – | – | 0.01% | 671 |
|
2022
Q4 | $267K | Hold |
13,510
| – | – | 0.01% | 741 |
|
2022
Q3 | $263K | Hold |
13,510
| – | – | 0.02% | 631 |
|
2022
Q2 | $268K | Sell |
13,510
-10,523
| -44% | -$209K | 0.02% | 653 |
|
2022
Q1 | $483K | Buy |
24,033
+342
| +1% | +$6.87K | 0.02% | 512 |
|
2021
Q4 | $493K | Buy |
+23,691
| New | +$493K | 0.02% | 515 |
|