Ameritas Advisory Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,510	Closed	-$262K	–	752
2023 Q3	$262K	Buy	+13,510	New	+$266K	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%	+$7K	0.02%	512
2021 Q4	$493K	Buy	+23,691	New	+$494K	0.02%	515

Other funds holding FSMB

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

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

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

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return

Royal Bank of Canada

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

EnRich Financial Partners Madison, Wisconsin $377M AUM 17.29% 1-Year Est. Return

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