LVZ Inc’s First Trust Growth Strength ETF FTGS Stock Holding History

LVZ Inc’s Portfolio FTGS Stock Details FTGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.01M	Sell	81,239 -2,875	-3%	-$105K	0.31%	26
2026 Q1	$2.86M	Sell	84,114 -23,796	-22%	-$844K	0.33%	24
2025 Q4	$3.81M	Sell	107,910 -5,284	-5%	-$188K	0.43%	21
2025 Q3	$4.06M	Buy	113,194 +6,465	+6%	+$227K	0.46%	21
2025 Q2	$3.65M	Sell	106,729 -380	-0.4%	-$11.9K	0.44%	19
2025 Q1	$3.19M	Buy	+107,109	New	+$3.36M	0.42%	19

Other funds holding FTGS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

LVZ Inc's FTGS Position: Q2 2026 in Review

LVZ Inc reduced its First Trust Growth Strength ETF (FTGS) stake by 3.4% in Q2 2026, selling an estimated $105K and leaving 81,239 shares worth $3.01M. The position accounts for 0.31% of the portfolio, ranked #26.

LVZ Inc first reported a position in FTGS in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.06M in Q3 2025. 190 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

LVZ Inc held 81,239 shares of First Trust Growth Strength ETF worth $3.01M as of Q2 2026.
LVZ Inc sold 2,875 First Trust Growth Strength ETF shares in Q2 2026, an estimated $105K.
First Trust Growth Strength ETF made up 0.31% of LVZ Inc's portfolio in Q2 2026, its #26 holding.
LVZ Inc first reported a position in First Trust Growth Strength ETF in Q1 2025 and has held it in 6 quarters since.
LVZ Inc's First Trust Growth Strength ETF position peaked at $4.06M in Q3 2025.
190 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.