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First Tr Exch Traded Fund Ii lng/sht equity shares owned by Laurel Oak Wealth Management

Quarter-by-quarter ownership of First Tr Exch Traded Fund Ii lng/sht equity (FTLS) shares owned by Laurel Oak Wealth Management from 13F filings

Historical chart of Laurel Oak Wealth Management investment in First Tr Exch Traded Fund Ii lng/sht equity

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fund Ii lng/sht equity held by Laurel Oak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Traded Fund Ii lng/sht equity by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $957k 14k 70.36

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding First Tr Exch Traded Fund Ii lng/sht equity

LPL Financial
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
Assetmark
Central Trust & Investment
Branch Banking & Trust Company
Merit Financial Group
Cambridge Investment Research Advisors
Stifel Financial
VestGen Advisors
Cornerstone Planning Group
Advisor Group Holdings
Hobart Private Capital

View all funds holding First Tr Exch Traded Fund Ii lng/sht equity