Ownership history in SkyOak Wealth, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which SkyOak Wealth, LLC reported a position in FIRST TR EXCHANGE TRADED FD (FCVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 11,536 | — | 0% | 0.09% | $496K | $42.95 |
| 2025 Q3 | UNCHANGED | 11,536 | — | 0% | 0.09% | $493K | $42.54 |
| 2025 Q2 | REDUCED | 11,536 | -38 | -0.3% | 0.09% | $448K | $38.44 |
| 2025 Q1 | UNCHANGED | 11,574 | — | 0% | 0.09% | $404K | $34.31 |
| 2024 Q4 | UNCHANGED | 11,574 | — | 0% | 0.09% | $426K | $35.91 |
| 2024 Q3 | REDUCED | 11,574 | -62 | -0.5% | 0.09% | $413K | $34.74 |
| 2024 Q2 | REDUCED | 11,636 | -730 | -5.9% | 0.09% | $394K | $32.85 |
| 2024 Q1 | UNCHANGED | 12,366 | — | 0% | 0.10% | $422K | $32.94 |
| 2023 Q4 | REDUCED | 12,366 | -450 | -3.5% | 0.11% | $412K | $32.09 |
| 2023 Q3 | REDUCED | 12,816 | -760 | -5.6% | 0.12% | $398K | $29.70 |
As of 2025 Q4 — sorted by position size