RWB
RMR Wealth Builders’s First Trust Managed Municipal ETF FMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
349,793
+21,785
| +7% | +$1.09M | 1.58% | 14 |
|
|
2025
Q1 | $16.5M | Buy |
328,008
+43,804
| +15% | +$2.21M | 1.74% | 14 |
|
|
2024
Q4 | $14.5M | Sell |
284,204
-9
| -0% | -$459 | 1.5% | 16 |
|
|
2024
Q3 | $14.8M | Buy |
284,213
+32,401
| +13% | +$1.68M | 1.56% | 15 |
|
|
2024
Q2 | $12.9M | Buy |
251,812
+12,624
| +5% | +$645K | 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% | +$2.07M | 1.41% | 15 |
|
|
2023
Q3 | $7.53M | Buy |
154,076
+6,626
| +4% | +$324K | 1.2% | 19 |
|
|
2023
Q2 | $7.47M | Buy |
147,450
+40,344
| +38% | +$2.04M | 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% | -$570K | 0.85% | 24 |
|
|
2022
Q3 | $4.22M | Buy |
86,613
+45,355
| +110% | +$2.21M | 1.03% | 23 |
|
|
2022
Q2 | $2.09M | Buy |
41,258
+10,681
| +35% | +$541K | 0.52% | 34 |
|
|
2022
Q1 | $1.62M | Buy |
30,577
+19,731
| +182% | +$1.05M | 0.35% | 49 |
|
|
2021
Q4 | $618K | Buy |
+10,846
| New | +$618K | 0.18% | 58 |
|