Pensionmark Financial Group, LLC First Tr Exchange Traded Fd Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 63,975 shares of FXD stock, worth $3.86 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
63,975
Previous 48,339
32.35%
Holding current value
$3.86 Million
Previous $3.06 Million
35.14%
% of portfolio
0.12%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding FXD
# of Institutions
151Shares Held
22.4MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12.5MShares$754 Million0.75% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$107 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.53MShares$92.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL628KShares$37.8 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$23.9 Million0.03% of portfolio