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First Tr Exch Trd Alpha Fd I shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of First Tr Exch Trd Alpha Fd I (FJP) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in First Tr Exch Trd Alpha Fd I

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Trd Alpha Fd I 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 Exch Trd Alpha Fd I by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $386k 5.7k 67.17

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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 Exch Trd Alpha Fd I

Advisor Group Holdings
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Rathbones Brothers
Wealth Enhancement Advisory Services
Assetmark
Holistic Financial Partners
Cambridge Investment Research Advisors
Raymond James Financial
Coppell Advisory Solutions
Benjamin Edwards
Jane Street
Transamerica Financial Advisors
IFP Advisors

View all funds holding First Tr Exch Trd Alpha Fd I