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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in First Tr Exchng Traded Fd Vi tcw unconstrai

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw unconstrai held by Live Oak Investment Partners 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 tcw unconstrai by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 358k 25.19
2025-06-30 $7.4M 297k 24.89

More positions owned by Live Oak Investment Partners

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
New York Life Investments Et Nyli Hedge Multi (QAI)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Scp Etf (IJR)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Netflix (NFLX)
Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Msci Emrg Chn (EMXC)

View all positions for Live Oak Investment Partners

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

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Royal Bank of Canada
Harbour Investments
HighTower Advisors
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Advisor Group Holdings
Envestnet Asset Management
Jpmorgan Chase & Co
Branch Banking & Trust Company
Stifel Financial
Cetera Investment Advisers
Csenge Advisory Group

View all funds holding First Tr Exchng Traded Fd Vi tcw unconstrai