LVZ, Inc. - FIRST TR EXCHNG TRADED FD VI ownership

Quarter-by-quarter ownership
LVZ, Inc. ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$216,423
-2.1%
6,3710.0%0.04%
+12.9%
Q2 2023$221,069
+7.3%
6,3710.0%0.03%
+3.3%
Q1 2023$206,0386,3710.03%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q4 2023
NameSharesValueWeighting ↓
Lifestyle Asset Management, Inc. 784,283$26,642,09416.16%
MILESTONE ASSET MANAGEMENT, LLC 688,853$23,393,4488.18%
OGOREK ANTHONY JOSEPH /NY/ /ADV 319,547$10,8554.28%
Scissortail Wealth Management, LLC 114,571$3,865,6263.04%
Ignite Planners, LLC 274,424$9,297,4862.84%
Donald L. Hagan, LLC 78,929$2,681,2181.60%
Comprehensive Financial Consultants Institutional, Inc. 80,818$2,745,3871.44%
Commonwealth Financial Services, LLC 133,632$4,539,4791.35%
Foundations Investment Advisors, LLC 676,198$22,970,4460.71%
Tanglewood Legacy Advisors, LLC 15,544$528,0300.32%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders