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Advisor Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Advisor Group’s Portfolio LVHD Stock Details LVHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$409K Buy
11,988
+300
+3% +$10.1K ﹤0.01% 1816
2019
Q3 		$392K Sell
11,688
-300
-3% -$9.77K ﹤0.01% 1785
2019
Q2 		$385K Sell
11,988
-450
-4% -$14.3K ﹤0.01% 1797
2019
Q1 		$396K Sell
12,438
-1,253
-9% -$38.6K ﹤0.01% 1759
2018
Q4 		$392K Buy
13,691
+1,527
+13% +$46.4K ﹤0.01% 1585
2018
Q3 		$372K Buy
12,164
+993
+9% +$30.5K ﹤0.01% 1693
2018
Q2 		$333K Sell
11,171
-1,861
-14% -$54.9K ﹤0.01% 1617
2018
Q1 		$386K Sell
13,032
-585
-4% -$17.9K 0.01% 1498
2017
Q4 		$429K Buy
13,617
+821
+6% +$25.5K 0.01% 1427
2017
Q3 		$387K Sell
12,796
-1,043
-8% -$31.4K 0.01% 1360
2017
Q2 		$415K Buy
13,839
+3,004
+28% +$90.1K 0.01% 1262
2017
Q1 		$322K Buy
10,835
+495
+5% +$14.5K 0.01% 1337
2016
Q4 		$295K Buy
10,340
+1,420
+16% +$39.5K 0.01% 1316
2016
Q3 		$249K Buy
8,920
+1,797
+25% +$51K 0.01% 1380
2016
Q2 		$200K Buy
+7,123
New +$194K 0.01% 1466

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group's LVHD Position: Q4 2019 in Review

Advisor Group increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 2.6% in Q4 2019, buying an estimated $10.1K and bringing the position to 11,988 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Advisor Group first reported a position in LVHD in Q2 2016 and has held it in 15 quarters since. The position peaked at $429K in Q4 2017. 79 funds tracked by Wall St. Rank hold LVHD as of Q4 2019.

  • Advisor Group held 11,988 shares of Franklin US Low Volatility High Dividend Index ETF worth $409K as of Q4 2019.
  • Advisor Group bought 300 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2019, an estimated $10.1K.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1816 holding.
  • Advisor Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Franklin US Low Volatility High Dividend Index ETF position peaked at $429K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.