Pensionmark Financial Group »

First Tr Exchange Traded Fd nasdaq bk etf shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of First Tr Exchange Traded Fd nasdaq bk etf (FTXO) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in First Tr Exchange Traded Fd nasdaq bk etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd nasdaq bk etf held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd nasdaq bk etf by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 37k 35.61
2025-06-30 $1.2M 38k 33.03
2025-03-31 $952k 31k 30.40

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding First Tr Exchange Traded Fd nasdaq bk etf

LPL Financial
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Raymond James Financial
TradeWell Securities
Cambridge Investment Research Advisors
Cetera Investment Advisers
Wagner Wealth Management
Assetmark
Branch Banking & Trust Company
Janney Montgomery Scott
Royal Bank of Canada
PFG Advisors

View all funds holding First Tr Exchange Traded Fd nasdaq bk etf