Pacific Excel Wealth Advisors »

First Tr Exchng Traded Fd Vi actv fctr lgcp shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi actv fctr lgcp (AFLG) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in First Tr Exchng Traded Fd Vi actv fctr lgcp

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi actv fctr lgcp held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi actv fctr lgcp by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $815k 21k 39.10

More positions owned by Pacific Excel Wealth Advisors

Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Vanguard World Mega Cap Val Etf (MGV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Chevron Corporation (CVX)
First Tr Exchange-traded Limited Duration (FSIG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchange-traded Growth Strength (FTGS)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Com Shs (FTA)

View all positions for Pacific Excel Wealth Advisors

Top funds holding First Tr Exchng Traded Fd Vi actv fctr lgcp

LPL Financial
Envestnet Asset Management
Manchester Financial
Stifel Financial
Cambridge Investment Research Advisors
Assetmark
Cetera Investment Advisers
Menora Mivtachim Holdings
Prospera Financial Services
Kingsview Wealth Management
Global Retirement Partners
Kestra Private Wealth Services
Kestra Advisory Services
Gladstone Institutional Advisory
Sigma Planning

View all funds holding First Tr Exchng Traded Fd Vi actv fctr lgcp