Ownership history in LVZ, Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which LVZ, Inc. reported a position in FIRST TR EXCHANGE-TRADED FD (FTCB). 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 | 3,097,763 | +22,959 | +0.7% | 7.35% | $65.8M | $21.05 |
| 2025 Q3 | ADDED | 3,074,804 | +31,783 | +1.0% | 7.45% | $65.5M | $20.78 |
| 2025 Q2 | ADDED | 3,043,021 | +26,496 | +0.9% | 7.68% | $64.1M | $20.32 |
| 2025 Q1 | ADDED | 3,016,525 | +263,396 | +9.6% | 8.31% | $63.3M | $20.03 |
As of 2025 Q4 — sorted by position size