Lvz, Inc. First Tr Multi Cap Value Alpha Transaction History

Lvz, Inc.

$775 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 16, 2021	SELL	$69.39 - $74.12 $251,191 - $268,314	-3,620 Closed	0 $0
Q1 2021 Apr 08, 2021	BUY	$57.3 - $70.53 $207,426 - $255,318	3,620 New	3,620 $250,000

Others Institutions Holding FAB

# of Institutions

65

Shares Held

797K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

118K
Shares

$9.57 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

73.7K
Shares

$5.99 Million
0.01% of portfolio
Morgan Stanley New York, NY

69K
Shares

$5.61 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

49.8K
Shares

$4.05 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

46.8K
Shares

$3.8 Million
0.0% of portfolio

About FIRST TR MULTI CAP VALUE ALPHA

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