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First Trust Large Cap Value Opp Fnd shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in First Trust Large Cap Value Opp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Large Cap Value Opp Fnd 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 Trust Large Cap Value Opp Fnd by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $866k 10k 86.15

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 Trust Large Cap Value Opp Fnd

LPL Financial
UBS Group
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
Royal Bank of Canada
IHT Wealth Management
Wells Fargo & Company
Kingsview Wealth Management
Private Advisor
Cambridge Investment Research Advisors
Commonwealth Equity Services
Assetmark
Advisor Group Holdings
Holistic Financial Partners

View all funds holding First Trust Large Cap Value Opp Fnd