FDD β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in OPPENHEIMER & CO INC  Β·  2 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported FIRST TR EXCHANGE-TRADED FD (FDD) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows FDD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FDD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held FDD β€” position size vs. price
% of Fund (quarterly)    FDD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 12,579 +2,579 +25.8% 0.00% $203K 2025-11-06 $15.95
2025 Q2 INITIATED 10,000 β€” β€” 0.00% $155K 2025-07-31 $14.93

FAQ About OPPENHEIMER & CO INC and FDD

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning FDD?

OPPENHEIMER & CO INC reported FDD across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported FDD position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for FDD was 0.00% in 2025 Q3.

What is the latest reported FDD position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 12,579 shares, equal to 0.00% of portfolio, with an estimated market value of $203K.

What does the chart on this FDD ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly FDD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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