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Pacific Excel Wealth Advisors’s First Trust Growth Strength ETF FTGS Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio FTGS Stock Details FTGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-48,436
Closed -$1.65M – 269
2026
Q1 		$1.65M Buy
48,436
+22,557
+87% +$800K 1.73% 8
2025
Q4 		$915K Buy
+25,879
New +$919K 1.73% 13

Other funds holding FTGS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Pacific Excel Wealth Advisors's FTGS Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Growth Strength ETF (FTGS) in Q2 2026, closing a stake of 48,436 shares — an estimated $1.65M sold.

Pacific Excel Wealth Advisors first reported a position in FTGS in Q4 2025 and held it in 2 quarters. The position peaked at $1.65M in Q1 2026. 189 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Growth Strength ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 48,436 First Trust Growth Strength ETF shares in Q2 2026, an estimated $1.65M.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Growth Strength ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust Growth Strength ETF position peaked at $1.65M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.