Pensionmark Financial Group »

First Tr Exchange-traded Fd Cboe Vest shares owned by Pensionmark Financial Group

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

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

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd Cboe Vest 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 Fd Cboe Vest by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $365k 44k 8.39

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
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 Fd Cboe Vest

LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Luken Investment Analytics
Kestra Advisory Services
Hilton Capital Management
Cetera Investment Advisers
HFG Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Thrive Capital Management
XML Financial
Cavalier Investments
Wealth Enhancement Advisory Services
Sanctuary Advisors

View all funds holding First Tr Exchange-traded Fd Cboe Vest