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First TR Exch Traded FD III

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Susquehanna International Group, LLP
INCREASED
Shares26,264 from 25,067
Change+1,197 (+5%)
Value$2.0M (+$192.9K)
Filed 2026-02-17
Prospera Financial Services Inc
DECREASED
Shares5,568 from 5,752
Change-184 (-3%)
Value$418.7K (+$9.9K)
Filed 2026-02-09
Morgan Stanley
DECREASED
Shares5,221 from 5,229
Change-8 (0%)
Value$391.7K (+$20.9K)
Filed 2026-05-27
Jane Street Group, LLC
NEW
Shares4,434
Change+4,434
Value$332.7K
Filed 2026-02-12
MML Investors Services, LLC
INCREASED
Shares3,029 from 3,022
Change+7 (+0%)
Value$227.3K (+$13.0K)
Filed 2026-02-13
LPL Financial LLC
DECREASED
Shares2,796 from 4,118
Change-1,322 (-32%)
Value$209.8K (-$82.2K)
Filed 2026-02-11
UBS Group AG
DECREASED
Shares465 from 701
Change-236 (-34%)
Value$34.9K (-$14.8K)
Filed 2026-01-29
Elevated Capital Advisors, LLC
NEW
Shares251
Change+251
Value$18.8K
Filed 2026-01-27
Osaic Holdings, Inc.
INCREASED
Shares241 from 238
Change+3 (+1%)
Value$18.1K (+$1.5K)
Filed 2026-02-17
Global Retirement Partners, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.0K (+$822)
Filed 2026-02-06
NewEdge Advisors, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.0K (+$218)
Filed 2026-02-18
Wells Fargo & Company
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$120 (+$42)
Filed 2026-02-13
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 466
Change-466 (-100%)
Value$0 (-$33.0K)
Filed 2026-02-04
Status
Susquehanna International Group, LLP
INCREASED26,26425,067+1,197+5%$1.8M$2.0M+$192.9K2026-02-17
Prospera Financial Services Inc
DECREASED5,5685,752-184-3%$408.9K$418.7K+$9.9K2026-02-09
Morgan Stanley
DECREASED5,2215,229-80%$370.9K$391.7K+$20.9K2026-05-27
Jane Street Group, LLC
NEW4,434—+4,434——$332.7K—2026-02-12
MML Investors Services, LLC
INCREASED3,0293,022+7+0%$214.3K$227.3K+$13.0K2026-02-13
LPL Financial LLC
DECREASED2,7964,118-1,322-32%$292.0K$209.8K-$82.2K2026-02-11
UBS Group AG
DECREASED465701-236-34%$49.7K$34.9K-$14.8K2026-01-29
Elevated Capital Advisors, LLC
NEW251—+251——$18.8K—2026-01-27
Osaic Holdings, Inc.
INCREASED241238+3+1%$16.6K$18.1K+$1.5K2026-02-17
Global Retirement Partners, LLC
UNCHANGED20020000%$14.2K$15.0K+$8222026-02-06
NewEdge Advisors, LLC
UNCHANGED535300%$3.8K$4.0K+$2182026-02-18
Wells Fargo & Company
INCREASED21+1+100%$78$120+$422026-02-13
Ameritas Advisory Services, LLC
CLOSED0466-466-100%$33.0K$0-$33.0K2026-02-04
Showing 13 of 13 institutions