Pensionmark Financial Group, LLC First Tr Exchange Traded Fd Transaction History
Pensionmark Financial Group, LLC
- $3.72 Billion
- Q1 2025
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 38,054 shares of FXD stock, worth $2.15 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
38,054
Previous 63,975
40.52%
Holding current value
$2.15 Million
Previous $4.13 Million
46.73%
% of portfolio
0.06%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding FXD
# of Institutions
142Shares Held
21.3MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12.5MShares$708 Million0.75% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$100 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.53MShares$86.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL628KShares$35.5 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$22.4 Million0.03% of portfolio