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First Tr Exchange-traded shares owned by Oakmont Partners

Quarter-by-quarter ownership of First Tr Exchange-traded (WCMI) shares owned by Oakmont Partners from 13F filings

Historical chart of Oakmont Partners investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Oakmont Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $552k 33k 16.77

More positions owned by Oakmont Partners

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Spdr Index Shs Fds State Street Spd (SPDW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPSM)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Oakmont Partners

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Fiduciary Trust Company
Bank of New York Mellon
Goss Wealth Management
Royal Bank of Canada
Koshinski Asset Management
Evergreen Wealth Solutions
Janney Montgomery Scott
CWM
Envestnet Asset Management
Ferguson Shapiro
Personal Resources Investment & Strategic Management
Mariner Wealth Advisors
HighTower Advisors

View all funds holding First Tr Exchange-traded