FTRB — FEDERATED HERMES ETF TRUST

Ownership history in RMR Wealth Builders  ·  6 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in FEDERATED HERMES ETF TRUST (FTRB). 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
0.42% (2025 Q4)
Avg. % of fund
0.32%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 207,788 +29,900 +16.8% 0.42% $5.3M $25.25
2025 Q3 ADDED 177,888 +34,654 +24.2% 0.38% $4.5M $24.92
2025 Q2 ADDED 143,234 +22,126 +18.3% 0.33% $3.6M $24.36
2025 Q1 ADDED 121,108 +9,144 +8.2% 0.32% $3.0M $24.05
2024 Q4 ADDED 111,964 +49,422 +79.0% 0.29% $2.8M $23.46
2024 Q3 INITIATED 62,542 — — 0.17% $1.6M $24.20
% of Fund (quarterly)    FTRB price (monthly, adj. close)

Other funds also holding FTRB

As of 2025 Q4 — sorted by position size

Platform Technology Partners 3Y 2.47% Quantum Portfolio Management LLC 2.26% Schneider Downs Wealth Management Advisors, LP 3Y 7Y 1.3% Allegheny Financial Group 3Y 1.26% River Street Advisors LLC 3Y 0.57% Aurora Private Wealth, Inc. 3Y 0.37% Prosperity Financial Group, Inc. 0.33% First Citizens Financial Corp 3Y 0.24% TWIN PEAKS WEALTH ADVISORS, LLC 0.16% Beaumont Financial Advisors, LLC 3Y 0.16%
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