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First Tr Exchng Traded Fd Vi shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (DDEC) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 5.7k 43.77
2025-06-30 $239k 5.7k 41.76
2025-03-31 $224k 5.7k 39.14

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Core Scientific (CORZ)
Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak Wealth Advisors

Top funds holding First Tr Exchng Traded Fd Vi

Advisor Group Holdings
Commonwealth Equity Services
Kestra Advisory Services
Envestnet Asset Management
Hartford Financial Management
REAP Financial Group
Beacon Financial
Cetera Investment Advisers
Mml Investors Services
CWM
LPL Financial
Global Retirement Partners
Harbour Investments
Aptus Capital Advisors
Guardian Wealth Advisors, Llc / Nc

View all funds holding First Tr Exchng Traded Fd Vi