Ownership history in SkyOak Wealth, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which SkyOak Wealth, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FV). 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 | REDUCED | 107,451 | -1,109 | -1.0% | 1.22% | $6.8M | $62.92 |
| 2025 Q3 | REDUCED | 108,560 | -3,675 | -3.3% | 1.27% | $6.7M | $61.79 |
| 2025 Q2 | REDUCED | 112,235 | -17 | -0.0% | 1.34% | $6.7M | $59.04 |
| 2025 Q1 | REDUCED | 112,252 | -2,674 | -2.3% | 1.35% | $6.2M | $54.56 |
| 2024 Q4 | REDUCED | 114,926 | -2,511 | -2.1% | 1.45% | $6.8M | $58.68 |
| 2024 Q3 | REDUCED | 117,437 | -266 | -0.2% | 1.51% | $6.8M | $57.85 |
| 2024 Q2 | REDUCED | 117,703 | -1,782 | -1.5% | 1.57% | $6.7M | $56.84 |
| 2024 Q1 | REDUCED | 119,485 | -356 | -0.3% | 1.64% | $6.8M | $56.79 |
| 2023 Q4 | REDUCED | 119,841 | -3,139 | -2.6% | 1.61% | $6.2M | $51.14 |
| 2023 Q3 | REDUCED | 122,980 | -1,453 | -1.2% | 1.59% | $5.4M | $43.91 |
As of 2025 Q4 — sorted by position size