OC previous ETF holdings
Dates are bounded by retained official portfolio snapshots; baseline presence is never presented as an original addition date.
Previous ETFs holding OC
| ETF | Fund | Added / first observed | Removed / first absent |
|---|---|---|---|
| AFLG | First Trust Active Factor Large Cap ETF | 2023-11-30 | 2025-08-31 |
| AFMC | First Trust Active Factor Mid Cap ETF | 2021-05-28 | 2025-08-31 |
| BALI | iShares U.S. Large Cap Premium Income Active ETF | 2024-03-31 | 2024-06-30 |
| BRNY | Burney U.S. Factor Rotation ETF | 2024-07-31 | 2025-01-31 |
| BUL | Pacer US Cash Cows Growth ETF | 2024-01-31 | 2026-01-31 |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | 2026-01-31 | 2026-04-30 |
| CHGX | Stance Sustainable Beta ETF | Present before retained history; addition date unavailable | 2020-07-31 |
| CLSE | Convergence Long/Short Equity ETF | 2025-05-31 | 2025-08-31 |
| CLSE | Convergence Long/Short Equity ETF | 2023-08-31 | 2025-02-28 |
| COWZ | Pacer US Cash Cows 100 ETF | 2024-01-31 | 2025-01-31 |
| COWZ | Pacer US Cash Cows 100 ETF | 2021-01-31 | 2023-10-31 |
| COWZ | Pacer US Cash Cows 100 ETF | 2020-04-30 | 2020-10-31 |
| DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2024-09-30 | 2025-03-31 |
| DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2023-09-29 | 2023-12-31 |
| DFRA | Abacus FCF Real Assets Leaders ETF | 2024-10-31 | 2025-01-31 |
| DFRA | Abacus FCF Real Assets Leaders ETF | 2024-04-30 | 2024-07-31 |
| DFRA | Abacus FCF Real Assets Leaders ETF | 2023-04-30 | 2023-07-31 |
| DFRA | Abacus FCF Real Assets Leaders ETF | Present before retained history; addition date unavailable | 2023-01-31 |
| DIVB | iShares Core Dividend ETF | 2022-10-31 | 2024-07-31 |
| DON | WisdomTree U.S. Midcap Dividend Fund | 2024-12-31 | 2025-12-31 |
| DSMC | Distillate Small/Mid Cash Flow ETF | Present before retained history; addition date unavailable | 2024-06-30 |
| DTD | WisdomTree U.S. Total Dividend Fund | 2024-12-31 | 2025-12-31 |
| DUBS | Aptus Large Cap Enhanced Yield ETF | Present before retained history; addition date unavailable | 2026-01-31 |
| DVLU | First Trust Dorsey Wright Momentum & Value ETF | 2023-06-30 | 2025-03-31 |
| DVLU | First Trust Dorsey Wright Momentum & Value ETF | 2022-12-30 | 2023-03-31 |
| DVLU | First Trust Dorsey Wright Momentum & Value ETF | 2022-06-30 | 2022-09-30 |
| DVLU | First Trust Dorsey Wright Momentum & Value ETF | 2021-06-30 | 2021-12-31 |
| DVLU | First Trust Dorsey Wright Momentum & Value ETF | 2020-12-31 | 2021-03-31 |
| DVLU | First Trust Dorsey Wright Momentum & Value ETF | 2019-12-31 | 2020-06-30 |
| DWLD | Davis Select Worldwide ETF | 2022-04-29 | 2024-10-31 |
| EPS | WisdomTree U.S. LargeCap Fund | 2024-12-31 | 2025-12-31 |
| EQIN | Columbia U.S. Equity Income ETF | Present before retained history; addition date unavailable | 2025-10-31 |
| EQUL | NYLI Engender Equality ETF | Present before retained history; addition date unavailable | 2022-10-31 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 2024-04-30 | 2026-01-31 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 2021-07-30 | 2023-10-31 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-07-31 |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2023-10-31 | 2024-04-30 |
| FEX | First Trust Large Cap Core AlphaDEX Fund | 2024-04-30 | 2025-10-31 |
| FLSP | Franklin Systematic Style Premia ETF | 2025-09-30 | 2025-12-31 |
| FNK | First Trust Mid Cap Value AlphaDEX Fund | 2025-10-31 | 2026-01-31 |
| FNK | First Trust Mid Cap Value AlphaDEX Fund | 2021-07-30 | 2023-10-31 |
| FNK | First Trust Mid Cap Value AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-07-31 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | 2025-10-31 | 2026-01-31 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | 2021-04-30 | 2024-04-30 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-07-31 |
| FNY | First Trust Mid Cap Growth AlphaDEX Fund | 2023-10-31 | 2024-04-30 |
| FTA | First Trust Large Cap Value AlphaDEX Fund | 2024-04-30 | 2025-10-31 |
| FTDS | First Trust Dividend Strength ETF | 2023-06-30 | 2023-09-29 |
| FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 2025-03-31 | 2026-03-31 |
| FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | Present before retained history; addition date unavailable | 2024-03-31 |
| FTLS | First Trust Long/Short Equity ETF | 2025-04-30 | 2025-07-31 |
| FTLS | First Trust Long/Short Equity ETF | 2024-04-30 | 2024-07-31 |
| FTLS | First Trust Long/Short Equity ETF | 2023-04-30 | 2023-07-31 |
| FTLS | First Trust Long/Short Equity ETF | 2022-10-31 | 2023-01-31 |
| FXR | First Trust Industrials/Producer Durables AlphaDEX Fund | 2021-07-30 | 2026-01-31 |
| FXR | First Trust Industrials/Producer Durables AlphaDEX Fund | 2020-04-30 | 2020-07-31 |
| FXZ | First Trust Materials AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-04-30 |
| GDE | WisdomTree Efficient Gold Plus Equity Strategy Fund | 2024-11-30 | 2026-02-28 |
| GLO | Clough Global Opportunities Fund | 2024-10-31 | 2025-01-31 |
| GLQ | Clough Global Equity Fund | 2024-10-31 | 2025-01-31 |
| GLV | Clough Global Dividend and Income Fund | 2024-10-31 | 2025-01-31 |
| GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 2024-05-31 | 2025-05-31 |
| GSLC | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | 2024-05-31 | 2025-05-31 |
| GVLU | Gotham 1000 Value ETF | 2023-09-30 | 2024-12-31 |
| HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 2021-04-30 | 2022-04-30 |
| IDE | VOYA INFRASTRUCTURE, INDUSTRIALS & MATERIALS FUND | Present before retained history; addition date unavailable | 2025-08-31 |
| IGA | VOYA GLOBAL ADVANTAGE & PREMIUM OPPORTUNITY FUND | 2024-05-31 | 2024-11-30 |
| IGD | VOYA GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 2024-05-31 | 2024-11-30 |
| ILCB | iShares Morningstar U.S. Equity ETF | 2022-10-31 | 2026-01-31 |
| ILCV | iShares Morningstar Value ETF | 2022-10-31 | 2026-01-31 |
| IMCV | iShares Morningstar Mid-Cap Value ETF | 2022-10-31 | 2026-01-31 |
| IUSG | iShares Core S&P U.S. Growth ETF | 2022-12-30 | 2025-12-31 |
| IUSV | iShares Core S&P U.S. Value ETF | 2022-09-30 | 2023-12-31 |
| JHML | John Hancock Multifactor Large Cap ETF | Present before retained history; addition date unavailable | 2023-10-31 |
| JHMM | John Hancock Multifactor Mid Cap ETF | Present before retained history; addition date unavailable | 2023-10-31 |
| JHS | John Hancock Income Securities Trust | Present before retained history; addition date unavailable | 2025-07-31 |
| KOKU | Xtrackers MSCI Kokusai Equity ETF | Present before retained history; addition date unavailable | 2025-11-28 |
| KRUZ | Unusual Whales Subversive Republican Trading ETF | Present before retained history; addition date unavailable | 2024-09-30 |
| MXDU | Nationwide Maximum Diversification U.S. Core Equity ETF | Present before retained history; addition date unavailable | 2020-11-30 |
| NACP | Impact Shares Naacp Minority Empowerment ETF | 2024-09-30 | 2025-12-31 |
| NTSX | WisdomTree U.S. Efficient Core Fund | 2024-12-31 | 2025-12-31 |
| OPTZ | Optimize Strategy Index ETF | 2025-09-30 | 2026-03-31 |
| PAMC | Pacer Lunt Midcap Multi-Factor Alternator ETF | 2023-01-31 | 2024-07-31 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | 2024-01-31 | 2025-04-30 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | 2023-01-31 | 2023-10-31 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | 2020-07-31 | 2022-01-31 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | Present before retained history; addition date unavailable | 2020-04-30 |
| QGRO | American Century U.S. Quality Growth ETF | 2022-08-31 | 2023-02-28 |
| QGRO | American Century U.S. Quality Growth ETF | 2021-08-31 | 2021-11-30 |
| QMOM | Alpha Architect U.S. Quantitative Momentum ETF | 2023-09-29 | 2024-03-28 |
| QVAL | Alpha Architect U.S. Quantitative Value ETF | 2023-03-31 | 2024-12-31 |
| QVAL | Alpha Architect U.S. Quantitative Value ETF | 2021-06-30 | 2022-06-30 |
| RECS | Columbia Research Enhanced Core ETF | Present before retained history; addition date unavailable | 2026-01-31 |
| REVS | Columbia Research Enhanced Value ETF | Present before retained history; addition date unavailable | 2026-01-31 |
| RNMC | First Trust SMID Capital Strength ETF | Present before retained history; addition date unavailable | 2024-06-30 |
| ROE | Astoria US Equal Weight Quality Kings ETF | Present before retained history; addition date unavailable | 2024-11-29 |
| SDVD | FT Vest SMID Rising Dividend Achievers Target Income ETF | Present before retained history; addition date unavailable | 2025-07-31 |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 2022-03-31 | 2025-06-30 |
| SENT | AdvisorShares Alpha DNA Equity Sentiment ETF | 2022-03-31 | 2022-09-30 |
| SFY | Sofi Select 500 ETF | 2024-11-30 | 2025-11-30 |