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First Tr Exchange Traded Fd first tr nasdaq shares owned by OakTrust Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchange Traded Fd first tr nasdaq (RDVY) shares owned by OakTrust Wealth Advisors from 13F filings

Historical chart of OakTrust Wealth Advisors investment in First Tr Exchange Traded Fd first tr nasdaq

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd first tr nasdaq held by OakTrust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd first tr nasdaq by OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $291k 4.2k 69.47

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding First Tr Exchange Traded Fd first tr nasdaq

LPL Financial
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
UBS Group
Commonwealth Equity Services
Envestnet Asset Management
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
Private Advisor
Stifel Financial

View all funds holding First Tr Exchange Traded Fd first tr nasdaq