SkyOak Wealth, LLC

Position in FCVT — First Trust SSI Strategic Convertible Securities ETF

CIK 1800379 SOUTHFIELD, MI

All Filings in FCVT

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 FCVT	$509,637	11,536	0.0%	Shares	Sole	2026-04-30
2025-12-31 FCVT	$496,451	11,536	0.0%	Shares	Sole	2026-02-05
2025-09-30 FCVT	$493,371	11,536	0.0%	Shares	Sole	2025-10-23
2025-06-30 FCVT	$447,712	11,536	-0.3%	Shares	Sole	2025-07-30
2025-03-31 FCVT	$404,048	11,574	0.0%	Shares	Sole	2025-05-01
2024-12-31 FCVT	$425,807	11,574	0.0%	Shares	Sole	2025-01-24
2024-09-30 FCVT	$413,191	11,574	-0.5%	Shares	Sole	2024-11-04
2024-06-30 FCVT	$394,227	11,636	-5.9%	Shares	Sole	2024-08-12
2024-03-31 FCVT	$421,556	12,366	0.0%	Shares	Sole	2024-04-29
2023-12-31 FCVT	$412,158	12,366	-3.5%	Shares	Sole	2024-01-12
2023-09-30 FCVT	$398,193	12,816	-5.6%	Shares	Sole	2023-10-24
2023-06-30 FCVT	$443,392	13,576	0.0%	Shares	Sole	2023-07-20
2023-03-31 FCVT	$433,210	13,576	-3.3%	Shares	Sole	2023-05-02
2022-12-31 FCVT	$445,117	14,046	0.0%	Shares	Sole	2023-01-26
2022-09-30 FCVT	$437,532	14,046	0.0%	Shares	Sole	2022-10-25
2022-06-30 FCVT	$443,853	14,046	0.0%	Shares	Sole	2022-07-26
2022-03-31 FCVT	$544,282	14,046	0.0%	Shares	Sole	2022-04-18
2021-12-31 FCVT	$581,715	14,046	+0.1%	Shares	Sole	2022-01-24
2021-09-30 FCVT	$712,697	14,035	0.0%	Shares	Sole	2021-10-21
2021-06-30 FCVT	$724,206	14,035	0.0%	Shares	Sole	2021-07-19
2021-03-31 FCVT	$704,697	14,035	-1.4%	Shares	Sole	2021-04-29
2020-12-31 FCVT	$696,945	14,235	0.0%	Shares	Sole	2021-02-02
2020-09-30 FCVT	$573,855	14,235	0.0%	Shares	Sole	2020-11-03
2020-06-30 FCVT	$505,185	14,235	0.0%	Shares	Sole	2020-08-10
2020-03-31 FCVT	$406,935	14,235	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.