FMB — FIRST TR EXCH TRADED FD III

Ownership history in RMR Wealth Builders  ·  17 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in FIRST TR EXCH TRADED FD III (FMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.74% (2025 Q1)
Avg. % of fund
1.19%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 315,693 -66,572 -17.4% 1.29% $16.1M $50.83
2025 Q3 ADDED 382,265 +32,472 +9.3% 1.62% $19.4M $49.97
2025 Q2 ADDED 349,793 +21,785 +6.6% 1.58% $17.4M $48.67
2025 Q1 ADDED 328,008 +43,804 +15.4% 1.74% $16.5M $48.84
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FMB price (monthly, adj. close)

Other funds also holding FMB

As of 2025 Q4 — sorted by position size

TrueWealth Financial Partners 3Y 10.5% TRUE BLUE FINANCIAL, LLC 10.47% Frisch Financial Group, Inc. 3Y 7Y 3.4% BCGM Wealth Management, LLC 3Y 1.59% ERn Financial, LLC 3Y 7Y 1.53% Blackhawk Capital Partners, LLC 3Y 7Y 1.43% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 1.36% Etesian Wealth Advisors, Inc. 1.34% Avantax Planning Partners, Inc. 3Y 7Y 1.22% Investment Planning Advisors, Inc. 1.12%
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