Pensionmark Financial Group »

First Tr Exchange-traded shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of First Tr Exchange-traded (FSIG) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $186k 18k 10.62
2025-06-30 $259k 14k 19.14
2025-03-31 $413k 22k 18.95
2024-12-31 $421k 22k 18.87

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Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding First Tr Exchange-traded

LPL Financial
Wells Fargo & Company
First Trust Advisors
Ameriprise Financial
Csenge Advisory Group
Royal Bank of Canada
Envestnet Asset Management
Branch Banking & Trust Company
Raymond James Financial
Advisor Group Holdings
Cetera Investment Advisers
Stifel Financial
Stephens
Assetmark
Vestmark Advisory Solutions

View all funds holding First Tr Exchange-traded