Pacific Excel Wealth Advisors »

First Tr Exchng Traded Fd Vi vest us buffer shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi vest us buffer (FAUG) 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 vest us buffer

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi vest us buffer 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 vest us buffer by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $252k 4.9k 51.78

More positions owned by Pacific Excel Wealth Advisors

First Tr Exchange-traded Core Investment (FTCB)
Vanguard World Mega Grwth Ind (MGK)
Chevron Corporation (CVX)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Apple (AAPL)
Vanguard World Mega Cap Val Etf (MGV)
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)
First Tr Exchange-traded Growth Strength (FTGS)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Limited Duration (FSIG)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust State Street Spd (SPYV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)

View all positions for Pacific Excel Wealth Advisors

Top funds holding First Tr Exchng Traded Fd Vi vest us buffer

Raymond James Financial
CWM
Assetmark
Wealthcare Advisory Partners
Cetera Investment Advisers
Advisor Group Holdings
MBL Wealth
Envestnet Asset Management
Synergy Financial Management
Commonwealth Equity Services
REAP Financial Group
Kestra Advisory Services
Legacy Capital Wealth Partners
LPL Financial
Regal Investment Advisors

View all funds holding First Tr Exchng Traded Fd Vi vest us buffer