GREAT VALLEY ADVISOR GROUP, INC. - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 266 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$501,300
+5.2%
10,256
+9.1%
0.02%
+5.0%
Q2 2023$476,594
-51.5%
9,404
-51.3%
0.02%
-56.5%
Q1 2023$983,254
-61.3%
19,304
-61.9%
0.05%
-64.6%
Q4 2022$2,539,125
+6.8%
50,671
+3.9%
0.13%
-2.3%
Q3 2022$2,377,000
+5.6%
48,789
+9.7%
0.13%
+7.3%
Q2 2022$2,252,000
-73.5%
44,489
-72.2%
0.12%
-74.9%
Q1 2022$8,493,000
+56.2%
160,060
+67.7%
0.50%
+47.3%
Q4 2021$5,438,000
+31.2%
95,438
+30.8%
0.34%
+17.5%
Q3 2021$4,144,000
+102.3%
72,980
+104.1%
0.29%
+89.4%
Q2 2021$2,048,000
+10.3%
35,763
+8.7%
0.15%
-15.6%
Q1 2021$1,856,000
+10.9%
32,899
+11.5%
0.18%
+3.5%
Q4 2020$1,674,000
+11.4%
29,514
+9.2%
0.17%
-6.0%
Q3 2020$1,503,000
-13.7%
27,022
-14.7%
0.18%
-35.4%
Q2 2020$1,742,000
+19.8%
31,671
+17.8%
0.28%
-26.0%
Q1 2020$1,454,000
-36.8%
26,894
-35.1%
0.38%
-25.0%
Q4 2019$2,302,000
+31.5%
41,448
+31.5%
0.51%
+21.3%
Q3 2019$1,751,000
-0.4%
31,515
-1.8%
0.42%
-4.3%
Q2 2019$1,758,000
-17.5%
32,097
-18.9%
0.44%
-34.8%
Q1 2019$2,132,00039,5970.68%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
NameSharesValueWeighting ↓
PFS Partners, LLC 224,098$11,414,57111.15%
Frisch Financial Group, Inc. 227,057$11,5654.49%
Etesian Wealth Advisors, Inc. 87,400$4,451,7812.96%
Financial Planning & Information Services, Inc. 289,879$14,765,1902.86%
EdgeRock Capital LLC 107,445$5,4732.81%
BCGM Wealth Management, LLC 109,262$5,565,3522.81%
Atlas Private Wealth Management, LLC 85,895$4,375,1222.63%
ERn Financial, LLC 223,777$11,398,2612.51%
Sebold Capital Management, Inc. 60,427$3,077,8922.43%
FSB PREMIER WEALTH MANAGEMENT, INC. 84,632$4,310,7902.40%
View complete list of FIRST TR EXCH TRADED FD III shareholders