Ameritas Advisory Services’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-609	Closed	-$12.3K	–	1371
2025 Q3	$12.3K	Sell	609 -3,534	-85%	-$71.2K	﹤0.01%	1588
2025 Q2	$83.3K	Buy	+4,143	New	+$83.2K	﹤0.01%	1068
2023 Q3	–	Sell	-12,943	Closed	-$258K	–	815
2023 Q2	$258K	Sell	12,943 -5,287	-29%	-$106K	0.03%	446
2023 Q1	$364K	Sell	18,230 -12,345	-40%	-$246K	0.02%	585
2022 Q4	$610K	Buy	+30,575	New	+$608K	0.03%	480

Other funds holding FUMB

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameritas Advisory Services's FUMB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2025, closing a stake of 609 shares — an estimated $12.3K sold.

Ameritas Advisory Services first reported a position in FUMB in Q4 2022 and held it in 5 quarters. The position peaked at $610K in Q4 2022. 88 funds tracked by Wall St. Rank hold FUMB as of Q4 2025.

Ameritas Advisory Services reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 609 First Trust Ultra Short Duration Municipal ETF shares in Q4 2025, an estimated $12.3K.
Ameritas Advisory Services first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2022 and held it in 5 quarters.
Ameritas Advisory Services's First Trust Ultra Short Duration Municipal ETF position peaked at $610K in Q4 2022.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.