SEC 13F Intelligence

Lifeplan Financial Group, Inc / FVD

Lifeplan Financial Group, Inc’s First Tr Exchange-Traded Fd Position

Does Lifeplan Financial Group, Inc own First Tr Exchange-Traded Fd (FVD)? Yes — 98.9K shares worth $3M (+1.34% of its 13F portfolio) as of Q3 2020, down from 99.0K shares the prior filed quarter.

Position Value
$3M
Q3 2020
Shares
98.9K
% of Portfolio
+1.34%
Quarters Held
8
currently held

Position History FVD

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $4MQ3 ’19Q4 ’19: $4MQ4 ’19Q1 ’20: $3MQ1 ’20Q2 ’20: $3MQ2 ’20Q3 ’20: $3MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202098.9K$3M+1.34%
Q2 202099.0K$3M+1.37%
Q1 2020103.8K$3M+1.56%
Q4 2019104.0K$4M+1.67%
Q3 2019104.2K$4M+1.71%
Q2 2019105.7K$4M+1.72%
Q1 2019103.7K$3M+1.79%
Q4 201893.6K$3M+1.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial Group, Inc’s full portfolio or all institutional holders of FVD.