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

Quarter-by-quarter ownership of First Tr Exchange-traded (FTCB) 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
2026-03-31 $3.4M 164k 20.96
2025-12-31 $2.0M 95k 21.23

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 Exchange-traded

LPL Financial
Morgan Stanley
Envestnet Asset Management
LVZ Advisors
Harbour Investments
Cetera Investment Advisers
Stifel Financial
Raymond James Financial
Long Run Wealth Advisors
Stephens
Bouchey Financial
Kestra Advisory Services
Cambridge Investment Research Advisors
Seascape Capital Management
Wiley Bros.-aintree Capital

View all funds holding First Tr Exchange-traded