RWB
FSMB icon

RMR Wealth Builders’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

RMR Wealth Builders’s Portfolio FSMB Stock Details FSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.5M Buy
1,077,267
+54,045
+5% +$1.09M 1.69% 12
2025
Q4 		$20.5M Buy
1,023,222
+79,371
+8% +$1.59M 1.64% 13
2025
Q3 		$19M Buy
943,851
+81,683
+9% +$1.63M 1.59% 15
2025
Q2 		$17.2M Buy
862,168
+49,158
+6% +$973K 1.56% 15
2025
Q1 		$16.2M Buy
813,010
+100,756
+14% +$2.01M 1.7% 15
2024
Q4 		$14.1M Buy
712,254
+6,133
+0.9% +$122K 1.46% 17
2024
Q3 		$14.1M Buy
706,121
+63,662
+10% +$1.27M 1.5% 16
2024
Q2 		$12.7M Buy
642,459
+34,026
+6% +$673K 1.46% 17
2024
Q1 		$12.1M Buy
608,433
+129,078
+27% +$2.57M 1.46% 17
2023
Q4 		$9.56M Buy
479,355
+86,600
+22% +$1.7M 1.34% 16
2023
Q3 		$7.61M Buy
392,755
+8,713
+2% +$171K 1.22% 18
2023
Q2 		$7.58M Buy
384,042
+103,369
+37% +$2.05M 1.29% 18
2023
Q1 		$5.58M Buy
280,673
+80,405
+40% +$1.6M 1.06% 20
2022
Q4 		$3.95M Sell
200,268
-33,320
-14% -$654K 0.9% 23
2022
Q3 		$4.55M Buy
233,588
+112,803
+93% +$2.24M 1.11% 21
2022
Q2 		$2.4M Buy
120,785
+31,399
+35% +$624K 0.6% 29
2022
Q1 		$1.79M Buy
89,386
+52,994
+146% +$1.08M 0.39% 42
2021
Q4 		$757K Buy
+36,392
New +$759K 0.22% 46

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return