Pensionmark Financial Group »

First Tr Exchange-traded shares owned by Pensionmark Financial Group

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $923k 19k 49.30
2025-06-30 $966k 20k 49.09

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

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Branch Banking & Trust Company
Cetera Investment Advisers
Advisor Group Holdings
Wagner Wealth Management
Capital Investment Advisors
Stifel Financial
Commonwealth Equity Services
PSI Advisors

View all funds holding First Tr Exchange-traded