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 EXCHNG TRADED FD VI (OCTM). 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 | REDUCED | 26,614 | -2,300 | -8.0% | 0.10% | $869K | $32.66 |
| 2025 Q3 | UNCHANGED | 28,914 | — | 0% | 0.11% | $930K | $32.18 |
| 2025 Q2 | UNCHANGED | 28,914 | — | 0% | 0.11% | $909K | $31.43 |
| 2025 Q1 | UNCHANGED | 28,914 | — | 0% | 0.12% | $878K | $30.36 |
| 2024 Q4 | INITIATED | 28,914 | — | — | 0.11% | $882K | $30.51 |
As of 2025 Q4 — sorted by position size