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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
2026-03-31 $1.6M 62k 25.53
2025-12-31 $1.1M 44k 25.01

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

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
Aptus Capital Advisors
Kestra Advisory Services
Luken Investment Analytics
Hilton Capital Management
Commonwealth Equity Services
Cetera Investment Advisers
HFG Wealth Management
Advisor Group Holdings
Cavalier Investments
XML Financial
Thrive Capital Management
Cambridge Investment Research Advisors

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