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First Tr Exchange-traded shares owned by LVZ Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (FTCB) shares owned by LVZ Advisors from 13F filings

Historical chart of LVZ Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by LVZ Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by LVZ Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $66M 3.1M 21.31
2025-06-30 $64M 3.0M 21.06
2025-03-31 $63M 3.0M 20.99
2024-12-31 $57M 2.8M 20.65

More positions owned by LVZ Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ Advisors

Top funds holding First Tr Exchange-traded

LPL Financial
Morgan Stanley
Envestnet Asset Management
LVZ Advisors
Long Run Wealth Advisors
Stifel Financial
Cetera Investment Advisers
Kestra Advisory Services
Seascape Capital Management
Wiley Bros.-aintree Capital
Stephens
Advisor Group Holdings
Cambridge Investment Research Advisors
Prospera Financial Services
McCarthy & Cox

View all funds holding First Tr Exchange-traded