Pensionmark Financial Group, LLC First Tr Multi Cap Value Alpha Transaction History

Pensionmark Financial Group, LLC

$3.09 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	BUY	$63.92 - $76.25 $309,564 - $369,278	4,843 New	4,843 $342,000

Others Institutions Holding FAB

# of Institutions

66

Shares Held

864K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

118K
Shares

$9.68 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

73.7K
Shares

$6.05 Million
0.01% of portfolio
Morgan Stanley New York, NY

69K
Shares

$5.67 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

66.5K
Shares

$5.46 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

49.8K
Shares

$4.1 Million
0.01% of portfolio

About FIRST TR MULTI CAP VALUE ALPHA

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