Pacific Excel Wealth Advisors »

First Trust Value Line Dividend Indx Fnd shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in First Trust Value Line Dividend Indx Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Value Line Dividend Indx Fnd 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 Trust Value Line Dividend Indx Fnd by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $683k 15k 46.08

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 Value Line Dividend Indx Fnd

LPL Financial
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
Stifel Financial
Cetera Investment Advisers
HighTower Advisors
Cambridge Investment Research Advisors
Branch Banking & Trust Company

View all funds holding First Trust Value Line Dividend Indx Fnd