LVZ Inc
FDD icon

LVZ Inc’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

LVZ Inc’s Portfolio FDD Stock Details FDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$230K Buy
11,988
+488
+4% +$9.7K 0.02% 154
2026
Q2 		$213K Hold
11,500
– – 0.02% 165
2026
Q1 		$205K Buy
+11,500
New +$208K 0.02% 149

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Golden State Equity Partners
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Foresight Capital Management Advisors
Foresight Capital Management Advisors Saline, Michigan $202M AUM 20.26% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

LVZ Inc's FDD Position: Q3 2026 in Review

LVZ Inc increased its First Trust STOXX European Select Dividend Income Fund (FDD) stake by 4.2% in Q3 2026, buying an estimated $9.7K and bringing the position to 11,988 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #154.

LVZ Inc first reported a position in FDD in Q1 2026 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold FDD as of Q3 2026.

  • LVZ Inc held 11,988 shares of First Trust STOXX European Select Dividend Income Fund worth $230K as of Q3 2026.
  • LVZ Inc bought 488 First Trust STOXX European Select Dividend Income Fund shares in Q3 2026, an estimated $9.7K.
  • First Trust STOXX European Select Dividend Income Fund made up 0.02% of LVZ Inc's portfolio in Q3 2026, its #154 holding.
  • LVZ Inc first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2026 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.