FTGS — FIRST TR EXCHANGE-TRADED FD

Ownership history in LVZ, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which LVZ, Inc. reported a position in FIRST TR EXCHANGE-TRADED FD (FTGS). 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.

Peak position
0.46% (2025 Q3)
Avg. % of fund
0.44%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 107,910 -5,284 -4.7% 0.43% $3.8M $35.35
2025 Q3 ADDED 113,194 +6,465 +6.1% 0.46% $4.1M $35.90
2025 Q2 REDUCED 106,729 -380 -0.4% 0.44% $3.6M $34.16
2025 Q1 INITIATED 107,109 — — 0.42% $3.2M $29.72
% of Fund (quarterly)    FTGS price (monthly, adj. close)

Other funds also holding FTGS

As of 2025 Q4 — sorted by position size

ODonnell Financial Services, LLC 3Y 5.98% Mach-1 Financial Group, LLC 3Y 3.58% RiverTree Advisors, LLC 3Y 3.25% Hobart Private Capital, LLC 3Y 3.21% NORTHEAST PLANNING ASSOCIATES, INC. / NH / 1.73% Key Client Fiduciary Advisors, LLC 3Y 1.7% KPP Advisory Services LLC 1.59% PCG Wealth Advisors, LLC 3Y 1.37% Legacy Wealth Managment, LLC/ID 1.3% Centennial Wealth Advisory LLC 3Y 1.17%
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