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First TR Exchange-Traded FD

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Tucker Asset Management LLC
NEW
Shares2,164
Change+2,164
Value$203.1K
Filed 2026-10-29
Asset Allocation Strategies LLC
CLOSED
Shares0 from 4,051
Change-4,051 (-100%)
Value$0 (-$380.4K)
Filed 2026-10-20
Quaker Wealth Management, LLC
CLOSED
Shares0 from 427
Change-427 (-100%)
Value$0 (-$40.1K)
Filed 2026-10-22
Status
Tucker Asset Management LLC
NEW2,164—+2,164——$203.1K—2026-10-29
Asset Allocation Strategies LLC
CLOSED04,051-4,051-100%$380.4K$0-$380.4K2026-10-20
Quaker Wealth Management, LLC
CLOSED0427-427-100%$40.1K$0-$40.1K2026-10-22
Showing 3 of 3 institutions