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 (FSMB). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,023,222 | +79,371 | +8.4% | 1.64% | $20.5M | $19.94 |
| 2025 Q3 | ADDED | 943,851 | +81,683 | +9.5% | 1.59% | $19.0M | $19.82 |
| 2025 Q2 | ADDED | 862,168 | +49,158 | +6.0% | 1.56% | $17.2M | $19.49 |
| 2025 Q1 | ADDED | 813,010 | +100,756 | +14.1% | 1.70% | $16.2M | $19.31 |
As of 2025 Q4 — sorted by position size