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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Oakworth Capital

Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in First Tr Exchange Traded Fd dorsey wrt 5 etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd dorsey wrt 5 etf held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd dorsey wrt 5 etf by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $343k 6.0k 57.23
2023-12-31 $443k 8.6k 51.55
2023-09-30 $133k 3.0k 44.30
2023-06-30 $141k 3.0k 46.91
2020-03-31 $17k 671 25.34

More positions owned by Oakworth Capital

Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Apple Common Stock (AAPL)
Ishares S&p 100 Mutual Fund/sto (OEF)
Jpmorgan Equity Mutual Fund/sto (JEPI)
Spdr S&p Oil & Gas Explor Mutual Fund/sto (XOP)
Alphabet Common Stock (GOOG)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Spdr Gold Shares Mutual Fund/sto (GLD)

View all positions for Oakworth Capital

Top funds holding First Tr Exchange Traded Fd dorsey wrt 5 etf

Wells Fargo & Company
Commonwealth Equity Services
UBS Group
Bank of America Corporation
Raymond James & Associates
Advisor Group Holdings
Royal Bank of Canada
Prospera Financial Services
Raymond James Financial Services Advisors
Concurrent Investment Advisors
Cambridge Investment Research Advisors
Janney Montgomery Scott
Sar Wealth Management Group
Madrona Financial Services
D.A. Davidson & Co.

View all funds holding First Tr Exchange Traded Fd dorsey wrt 5 etf