First Trust Financials AlphaDEX shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in First Trust Financials AlphaDEX
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Quarterly reported holdings in First Trust Financials AlphaDEX by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 97k | 59.39 |
| 2025-06-30 | $5.0M | 90k | 56.06 |
| 2025-03-31 | $4.6M | 87k | 53.00 |
| 2024-12-31 | $974k | 18k | 54.13 |
| 2024-09-30 | $640k | 13k | 51.13 |
| 2024-06-30 | $438k | 9.5k | 46.29 |
| 2024-03-31 | $457k | 9.6k | 47.52 |
| 2023-12-31 | $417k | 9.6k | 43.29 |
| 2023-09-30 | $357k | 9.4k | 37.83 |
| 2023-06-30 | $355k | 9.4k | 37.70 |
| 2023-03-31 | $378k | 10k | 37.33 |
| 2022-12-31 | $435k | 11k | 40.96 |
| 2022-09-30 | $390k | 11k | 36.79 |
| 2022-06-30 | $453k | 11k | 41.59 |
| 2022-03-31 | $595k | 13k | 45.87 |
| 2021-12-31 | $617k | 13k | 47.57 |
| 2021-09-30 | $574k | 13k | 44.28 |
| 2021-06-30 | $527k | 12k | 43.69 |
| 2021-03-31 | $542k | 12k | 44.94 |
| 2020-12-31 | $379k | 9.9k | 38.14 |
| 2020-09-30 | $211k | 8.3k | 25.40 |
| 2020-06-30 | $228k | 8.3k | 27.44 |
| 2019-12-31 | $295k | 8.8k | 33.52 |
| 2019-09-30 | $281k | 8.8k | 31.86 |
| 2019-06-30 | $285k | 9.0k | 31.51 |
| 2019-03-31 | $312k | 10k | 30.24 |
| 2018-12-31 | $306k | 10k | 30.55 |
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