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 | New | 202,059 | 3,586 | 0.64% | — | 1 | +202,059 | New | Q1 2026 | Apr 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,234 | -100.0% | Q3 2025 | Nov 14, 2025 |