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First TR Exchange-Traded FD

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q3 2025Q4 2024Q2 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Asset Allocation Strategies LLC
INCREASED
Shares1,747 from 993
Change+754 (+76%)
Value$462.6K (+$230.2K)
Filed 2026-08-17
Oak Harvest Investment Services
NEW
Shares1,700
Change+1,700
Value$450.0K
Filed 2026-07-27
Delos Wealth Advisors, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$2.3K)
Filed 2026-08-14
Status
Asset Allocation Strategies LLC
INCREASED1,747993+754+76%$232.4K$462.6K+$230.2K2026-08-17
Oak Harvest Investment Services
NEW1,700—+1,700——$450.0K—2026-07-27
Delos Wealth Advisors, LLC
CLOSED010-10-100%$2.3K$0-$2.3K2026-08-14
Showing 3 of 3 institutions