FIRST TR EXCH TRADED FD III - 33739E112
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Allocation Strategies LLC | History | Added to | 210,538 | 3,764 | 0.58% | 0.64% | 1 | +8,479 | 4.2% | Q2 2026 | Aug 17, 2026 |
| Oak Harvest Investment Services | History | New | 11,084 | 198 | 0.02% | — | 2 | +11,084 | New | Q2 2026 | Jul 24, 2026 |