First TR Exch Traded FD III

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Asset Allocation Strategies LLC

INCREASED

Shares210,538 from 202,059

Change+8,479 (+4%)

Value$3.8M (+$177.9K)

Filed 2026-08-17

Oak Harvest Investment Services

NEW

Shares11,084

Change+11,084

Value$198.2K

Filed 2026-07-27

	Status
Asset Allocation Strategies LLC	INCREASED	210,538	202,059	+8,479	+4%	$3.6M	$3.8M	+$177.9K	2026-08-17
Oak Harvest Investment Services	NEW	11,084	—	+11,084	—	—	$198.2K	—	2026-07-27

Showing 2 of 2 institutions