First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in First Tr Exchange Traded Fd dorsey wrt 5 etf
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Quarterly reported holdings in First Tr Exchange Traded Fd dorsey wrt 5 etf by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 23k | 61.92 |
| 2025-06-30 | $1.7M | 29k | 59.26 |
| 2025-03-31 | $1.6M | 29k | 54.86 |
| 2024-12-31 | $1.8M | 30k | 59.06 |
| 2024-09-30 | $1.6M | 28k | 58.27 |
| 2024-06-30 | $873k | 15k | 57.27 |
| 2023-12-31 | $751k | 15k | 51.55 |
| 2023-09-30 | $552k | 13k | 44.30 |
| 2023-06-30 | $586k | 13k | 46.91 |
| 2023-03-31 | $600k | 13k | 45.08 |
| 2022-12-31 | $620k | 13k | 46.55 |
| 2022-09-30 | $546k | 13k | 41.02 |
| 2022-06-30 | $618k | 14k | 44.65 |
| 2022-03-31 | $710k | 15k | 47.65 |
| 2021-12-31 | $715k | 15k | 47.99 |
| 2021-09-30 | $682k | 15k | 45.77 |
| 2021-06-30 | $707k | 15k | 47.40 |
| 2021-03-31 | $666k | 15k | 44.65 |
| 2020-12-31 | $670k | 15k | 44.92 |
| 2020-09-30 | $510k | 15k | 34.15 |
| 2020-06-30 | $518k | 15k | 34.69 |
| 2020-03-31 | $372k | 15k | 25.72 |
| 2019-12-31 | $460k | 15k | 31.59 |
| 2019-09-30 | $414k | 14k | 29.62 |
| 2019-06-30 | $427k | 14k | 30.01 |
| 2019-03-31 | $465k | 16k | 30.04 |
| 2018-12-31 | $477k | 16k | 29.21 |
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