Ownership history in PCG Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which PCG Wealth Advisors, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FVC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 15,068 | +3 | +0.0% | 0.16% | $548K | $36.37 |
| 2025 Q3 | UNCHANGED | 15,065 | — | 0% | 0.16% | $543K | $35.76 |
| 2025 Q2 | UNCHANGED | 15,065 | — | 0% | 0.27% | $535K | $35.00 |
| 2025 Q1 | UNCHANGED | 15,065 | — | 0% | 0.18% | $530K | $34.39 |
| 2024 Q4 | REDUCED | 15,065 | -68 | -0.4% | 0.20% | $551K | $35.61 |
| 2024 Q3 | REDUCED | 15,133 | -87 | -0.6% | 0.21% | $542K | $34.88 |
| 2024 Q2 | REDUCED | 15,220 | -195 | -1.3% | 0.23% | $537K | $34.28 |
| 2024 Q1 | UNCHANGED | 15,415 | — | 0% | 0.25% | $532K | $33.49 |
| 2023 Q4 | REDUCED | 15,415 | -490 | -3.1% | 0.28% | $505K | $31.68 |
| 2023 Q3 | REDUCED | 15,905 | -21 | -0.1% | 0.33% | $499K | $30.08 |
As of 2025 Q4 — sorted by position size