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First Tr Exchange-traded shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (FIIG) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $737k 35k 21.20

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 Exchange-traded

LPL Financial
Cetera Investment Advisers
Envestnet Asset Management
TCP Asset Management
Per Stirling Capital Management
Concurrent Investment Advisors
Manchester Financial
Kestra Advisory Services
Cambridge Investment Research Advisors
Commonwealth Equity Services
Stephens
Northeast Planning Associates, Inc. / Nh /
Wiley Bros.-aintree Capital
First Trust Advisors
Owen LaRue

View all funds holding First Tr Exchange-traded