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First Tr Exchange Traded Fd multi asset di shares owned by Oakworth Capital

Quarter-by-quarter ownership of First Tr Exchange Traded Fd multi asset di (MDIV) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in First Tr Exchange Traded Fd multi asset di

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd multi asset di 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 multi asset di by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6k 215 16.63
2024-06-30 $3.4k 215 15.72
2024-03-31 $3.4k 215 15.79
2023-12-31 $3.4k 215 15.65
2023-09-30 $3.1k 215 14.60
2023-06-30 $3.1k 215 14.56
2023-03-31 $3.2k 215 14.66
2022-12-31 $4.3k 284 14.97
2022-09-30 $8.0k 568 14.08
2022-06-30 $9.0k 568 15.85
2022-03-31 $10k 568 17.61
2021-12-31 $9.0k 568 15.85
2021-09-30 $9.0k 568 15.85
2021-06-30 $17k 980 17.35
2021-03-31 $16k 980 16.33
2020-12-31 $27k 1.8k 14.97
2020-09-30 $24k 1.8k 13.30
2020-06-30 $25k 1.8k 13.86
2020-03-31 $14k 1.2k 11.33
2019-12-31 $23k 1.2k 18.61
2019-09-30 $23k 1.2k 18.61
2019-06-30 $30k 1.6k 18.20
2019-03-31 $30k 1.6k 18.20
2018-12-31 $28k 1.7k 16.97
2018-09-30 $31k 1.7k 18.79
2018-06-30 $37k 1.9k 20.00
2018-03-31 $30k 1.7k 18.18
2017-12-31 $31k 1.7k 18.79
2017-09-30 $32k 1.7k 19.39
2017-06-30 $32k 1.7k 19.39
2017-03-31 $32k 1.7k 19.39
2016-12-31 $63k 3.3k 18.90
2016-09-30 $79k 4.2k 18.88
2016-06-30 $49k 2.5k 19.27
2016-03-31 $50k 2.7k 18.68
2015-12-31 $43k 2.3k 18.42

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)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Apple Common Stock (AAPL)
Jp Morgan Chase & Co Common Stock (JPM)
Builders Firstsource Common Stock (BLDR)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Walmart Common Stock (WMT)
Spdr Gold Shares Mutual Fund/sto (GLD)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding First Tr Exchange Traded Fd multi asset di

Flaharty Asset Management
LPL Financial
Morgan Stanley
Commonwealth Equity Services
Bank of America Corporation
Wells Fargo & Company
Royal Bank of Canada
Harbour Investments
Capital Investment Advisory Services
Cetera Investment Advisers
Raymond James Financial Services Advisors
Advisor Group Holdings
Ameritas Advisory Services
Cambridge Investment Research Advisors
Janney Montgomery Scott

View all funds holding First Tr Exchange Traded Fd multi asset di