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 $1.89T AUM 35.08% 1-Year Est. Return

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

RJFSA

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

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EFP

EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return

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

Ameritas Advisory Services's FSMB Position: Q4 2023 in Review

Ameritas Advisory Services sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2023, closing a stake of 13,510 shares — an estimated $262K sold.

Ameritas Advisory Services first reported a position in FSMB in Q4 2021 and held it in 7 quarters. The position peaked at $493K in Q4 2021. 122 funds tracked by Wall St. Rank hold FSMB as of Q4 2023.

Ameritas Advisory Services reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2023 after selling out during the quarter.
Ameritas Advisory Services sold 13,510 First Trust Short Duration Managed Municipal ETF shares in Q4 2023, an estimated $262K.
Ameritas Advisory Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2021 and held it in 7 quarters.
Ameritas Advisory Services's First Trust Short Duration Managed Municipal ETF position peaked at $493K in Q4 2021.
122 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2023.

Based on Ameritas Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.