LVZ Advisors, Inc. Buys First Trust Senior Loan Fund ETF, First Trust Preferred Securities and Income ETF, SPDR Portfolio Developed World ex-US, Sells PowerShares S&P 500 Equal Weight Technology Portfo, Vanguard FTSE Developed Markets, Vanguard FTSE Emerg

Holland, MI, based Investment company LVZ Advisors, Inc. buys First Trust Senior Loan Fund ETF, First Trust Preferred Securities and Income ETF, SPDR Portfolio Developed World ex-US, First Trust Financials AlphaDEX, sells PowerShares S&P 500 Equal Weight Technology Portfo, Vanguard FTSE Developed Markets, Vanguard FTSE Emerging Markets during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, LVZ Advisors, Inc.. As of 2018-03-31, LVZ Advisors, Inc. owns 24 stocks with a total value of $239 million. These are the details of the buys and sells.

For the details of LVZ Advisors, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=LVZ+Advisors%2C+Inc.

These are the top 5 holdings of LVZ Advisors, Inc.
  1. iShares Core MSCI EAFE (IEFA) - 727,241 shares, 20.08% of the total portfolio. Shares added by 5.11%
  2. iShares S&P 500 Growth (IVW) - 249,746 shares, 16.23% of the total portfolio. Shares reduced by 1.96%
  3. iShares Core MSCI Emerging Markets (IEMG) - 562,803 shares, 13.77% of the total portfolio. Shares added by 2.78%
  4. iShares S&P 500 Value (IVE) - 265,634 shares, 12.17% of the total portfolio. Shares added by 5.74%
  5. iShares S&P Mid-Cap 400 Growth (IJK) - 71,563 shares, 6.55% of the total portfolio. Shares added by 0.20%
New Purchase: First Trust Senior Loan Fund ETF (FTSL)

LVZ Advisors, Inc. initiated holding in First Trust Senior Loan Fund ETF. The purchase prices were between $48.05 and $48.38, with an estimated average price of $48.21. The stock is now traded at around $48.12. The impact to a portfolio due to this purchase was 4.65%. The holding were 23,807 shares as of 2018-03-31.

New Purchase: First Trust Preferred Securities and Income ETF (FPE)

LVZ Advisors, Inc. initiated holding in First Trust Preferred Securities and Income ETF. The purchase prices were between $19.46 and $19.98, with an estimated average price of $19.74. The stock is now traded at around $19.38. The impact to a portfolio due to this purchase was 4.53%. The holding were 555,617 shares as of 2018-03-31.

New Purchase: SPDR Portfolio Developed World ex-US (SPDW)

LVZ Advisors, Inc. initiated holding in SPDR Portfolio Developed World ex-US. The purchase prices were between $30.65 and $33.82, with an estimated average price of $32.08. The stock is now traded at around $31.58. The impact to a portfolio due to this purchase was 0.47%. The holding were 35,760 shares as of 2018-03-31.

New Purchase: First Trust Financials AlphaDEX (FXO)

LVZ Advisors, Inc. initiated holding in First Trust Financials AlphaDEX. The purchase prices were between $29.73 and $32.91, with an estimated average price of $31.63. The stock is now traded at around $30.83. The impact to a portfolio due to this purchase was 0.21%. The holding were 15,871 shares as of 2018-03-31.

Sold Out: PowerShares S&P 500 Equal Weight Technology Portfo (RYT)

LVZ Advisors, Inc. sold out a holding in PowerShares S&P 500 Equal Weight Technology Portfo. The sale prices were between $141.25 and $162.44, with an estimated average price of $153.24.

Sold Out: Vanguard FTSE Developed Markets (VEA)

LVZ Advisors, Inc. sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $43.31 and $47.88, with an estimated average price of $45.38.

Sold Out: Vanguard FTSE Emerging Markets (VWO)

LVZ Advisors, Inc. sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $44.96 and $50.98, with an estimated average price of $47.95.



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