Ameritas Investment Company’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Ameritas Investment Company’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$14.2M	Buy	281,584 +160,455	+132%	+$8.14M	0.66%	30
2021 Q2	$7.52M	Buy	121,129 +71,391	+144%	+$3.65M	0.36%	52
2021 Q1	$2.54M	Sell	49,738 -61,166	-55%	-$3.14M	0.22%	105
2020 Q4	$5.71M	Buy	110,904 +39,269	+55%	+$2.03M	1.11%	15
2020 Q3	$3.7M	Hold	71,635	–	–	1.16%	12
2020 Q2	$3.7M	Buy	71,635 +29,654	+71%	+$1.53M	1.07%	13
2020 Q1	$2.15M	Sell	41,981 -58,437	-58%	-$3.03M	0.34%	49
2019 Q4	$5.2M	Buy	100,418 +72,993	+266%	+$3.79M	1.09%	17
2019 Q3	$1.43M	Buy	27,425 +18,780	+217%	+$975K	0.29%	67
2019 Q2	$447K	Sell	8,645 -34,347	-80%	-$1.77M	0.21%	110
2019 Q1	$2.2M	Buy	42,992 +22,026	+105%	+$1.13M	0.41%	49
2018 Q4	$1.07M	Buy	+20,966	New	+$1.07M	0.23%	91

Other funds holding LMBS

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ameritas Investment Company's LMBS Position: Q3 2021 in Review

Ameritas Investment Company increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 132% in Q3 2021, buying an estimated $8.14M and bringing the position to 281,584 shares worth $14.2M. The position accounts for 0.66% of the portfolio, ranked #30.

Ameritas Investment Company first reported a position in LMBS in Q4 2018 and has held it in 12 quarters since. 350 funds tracked by Wall St. Rank hold LMBS as of Q3 2021.

Ameritas Investment Company held 281,584 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $14.2M as of Q3 2021.
Ameritas Investment Company bought 160,455 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2021, an estimated $8.14M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.66% of Ameritas Investment Company's portfolio in Q3 2021, its #30 holding.
Ameritas Investment Company first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 12 quarters since.
350 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.