FTC — FIRST TR LRG CP GRWTH ALPHAD

Ownership history in LVZ, Inc. · 36 quarters on record

This page tracks every 13F SEC filing in which LVZ, Inc. reported a position in FIRST TR LRG CP GRWTH ALPHAD (FTC). 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

0.48% (2023 Q3)

Avg. % of fund

0.33%

First filed

2017 Q1

Last filed

2025 Q4

Quarters held

36

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	23,313	-1,242	-5.1%	0.42%	$3.7M	$159.88
2025 Q3	ADDED	24,555	+4,438	+22.1%	0.45%	$3.9M	$160.63
2025 Q2	REDUCED	20,117	-61	-0.3%	0.36%	$3.0M	$150.82
2025 Q1	REDUCED	20,178	-2,072	-9.3%	0.35%	$2.7M	$131.17

% of Fund (quarterly) FTC price (monthly, adj. close)

Other funds also holding FTC

As of 2025 Q4 — sorted by position size

WIN ADVISORS, INC 3Y 6.17% HFG Advisors, Inc. 3Y 2.31% Boyce & Associates Wealth Consulting, Inc. 3Y 1.62% Horizon Family Wealth, Inc. 3Y 0.87% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.78% Proactive Wealth Strategies LLC 0.67% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 0.61% RPS ADVISORY SOLUTIONS LLC 0.56% Empirical Asset Management, LLC 3Y 0.56% CX Institutional 3Y 7Y 0.51%

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