RWB
FMB icon

RMR Wealth Builders’s First Trust Managed Municipal ETF FMB Stock Holding History

RMR Wealth Builders’s Portfolio FMB Stock Details FMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.1M Buy
351,741
+18,691
+6% +$956K 1.12% 17
2026
Q1 		$16.9M Buy
333,050
+17,357
+5% +$892K 1.33% 16
2025
Q4 		$16.1M Sell
315,693
-66,572
-17% -$3.4M 1.29% 16
2025
Q3 		$19.4M Buy
382,265
+32,472
+9% +$1.62M 1.62% 14
2025
Q2 		$17.4M Buy
349,793
+21,785
+7% +$1.08M 1.58% 14
2025
Q1 		$16.5M Buy
328,008
+43,804
+15% +$2.23M 1.74% 14
2024
Q4 		$14.5M Sell
284,204
-9
-0% -$463 1.5% 16
2024
Q3 		$14.8M Buy
284,213
+32,401
+13% +$1.67M 1.56% 15
2024
Q2 		$12.9M Buy
251,812
+12,624
+5% +$644K 1.48% 16
2024
Q1 		$12.3M Buy
239,188
+45,102
+23% +$2.32M 1.49% 15
2023
Q4 		$10M Buy
194,086
+40,010
+26% +$1.99M 1.41% 15
2023
Q3 		$7.53M Buy
154,076
+6,626
+4% +$333K 1.2% 19
2023
Q2 		$7.47M Buy
147,450
+40,344
+38% +$2.05M 1.27% 20
2023
Q1 		$5.46M Buy
107,106
+31,868
+42% +$1.62M 1.04% 22
2022
Q4 		$3.77M Sell
75,238
-11,375
-13% -$564K 0.85% 24
2022
Q3 		$4.22M Buy
86,613
+45,355
+110% +$2.3M 1.03% 23
2022
Q2 		$2.09M Buy
41,258
+10,681
+35% +$547K 0.52% 34
2022
Q1 		$1.62M Buy
30,577
+19,731
+182% +$1.09M 0.35% 49
2021
Q4 		$618K Buy
+10,846
New +$616K 0.18% 58

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RMR Wealth Builders's FMB Position: Q2 2026 in Review

RMR Wealth Builders increased its First Trust Managed Municipal ETF (FMB) stake by 5.6% in Q2 2026, buying an estimated $956K and bringing the position to 351,741 shares worth $18.1M. The position accounts for 1.12% of the portfolio, ranked #17.

RMR Wealth Builders first reported a position in FMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.4M in Q3 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • RMR Wealth Builders held 351,741 shares of First Trust Managed Municipal ETF worth $18.1M as of Q2 2026.
  • RMR Wealth Builders bought 18,691 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $956K.
  • First Trust Managed Municipal ETF made up 1.12% of RMR Wealth Builders's portfolio in Q2 2026, its #17 holding.
  • RMR Wealth Builders first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 19 quarters since.
  • RMR Wealth Builders's First Trust Managed Municipal ETF position peaked at $19.4M in Q3 2025.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.