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

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$3,457,303
-8.0%
178,349
-6.4%
0.14%
-9.5%
Q2 2023$3,759,562
+89.6%
190,454
+90.9%
0.16%
+71.7%
Q1 2023$1,982,90599,7440.09%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2023
NameSharesValueWeighting ↓
LWS Wealth Advisors, Inc. 583,783$11,606,0004.76%
OGOREK ANTHONY JOSEPH /NY/ /ADV 382,906$7,6123.11%
Insight Inv LLC 79,330$1,577,0801.70%
Vishria Bird Financial Group, LLC 93,255$1,8541.19%
RMR Wealth Builders 280,673$5,579,7831.06%
SWMG, LLC 80,276$1,595,8870.89%
SUTTON PLACE INVESTORS LLC 31,100$618,2680.84%
TruWealth Advisors, LLC 444,762$8,841,8620.81%
Per Stirling Capital Management, LLC. 182,409$3,626,2950.78%
Econ Financial Services Corp 51,558$1,024,9730.78%
View complete list of FIRST TR EXCH TRADED FD III shareholders