Grant/GrossMendelsohn, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830. A total of 72 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Grant/GrossMendelsohn, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2023$249,091
+98354.9%
12,625
-0.9%
0.10%
-29.9%
Q1 2023$253
-99.9%
12,7350.0%0.14%
+10.8%
Q4 2022$252,790
-25.6%
12,735
-27.3%
0.13%
-29.3%
Q3 2022$340,000
-2.9%
17,5290.0%0.18%
-5.6%
Q2 2022$350,000
+0.6%
17,5290.0%0.20%
+12.1%
Q1 2022$348,000
-4.4%
17,5290.0%0.17%
-39.8%
Q4 2021$364,000
+48.6%
17,529
+48.8%
0.29%
+49.0%
Q3 2021$245,00011,7790.19%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2021
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