American Portfolios Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

American Portfolios Advisors’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
2022 Q3	$457K	Buy	13,373 +8,140	+156%	+$309K	0.02%	681
2022 Q2	$197K	Sell	5,233 -1,078	-17%	-$41.9K	0.01%	1050
2022 Q1	$250K	Sell	6,311 -53	-0.8%	-$2.07K	0.01%	1057
2021 Q4	$255K	Sell	6,364 -416	-6%	-$15.7K	0.01%	1027
2021 Q3	$244K	Buy	6,780 +8	+0.1%	+$298	0.01%	1027
2021 Q2	$247K	Sell	6,772 -659	-9%	-$24K	0.01%	1016
2021 Q1	$260K	Sell	7,431 -1,457	-16%	-$48.4K	0.01%	918
2020 Q4	$288K	Sell	8,888 -9,881	-53%	-$311K	0.01%	755
2020 Q3	$556K	Sell	18,769 -3,474	-16%	-$103K	0.03%	448
2020 Q2	$640K	Sell	22,243 -1,788	-7%	-$50K	0.04%	377
2020 Q1	$619K	Sell	24,031 -4,231	-15%	-$133K	0.05%	322
2019 Q4	$963K	Buy	28,262 +4,758	+20%	+$160K	0.07%	276
2019 Q3	$789K	Buy	23,504 +4,189	+22%	+$136K	0.06%	294
2019 Q2	$621K	Buy	19,315 +982	+5%	+$31.2K	0.05%	332
2019 Q1	$583K	Buy	18,333 +6,468	+55%	+$199K	0.05%	331
2018 Q4	$340K	Buy	11,865 +8,139	+218%	+$247K	0.04%	377
2018 Q3	$114K	Sell	3,726 -654	-15%	-$20.1K	0.01%	772
2018 Q2	$131K	Hold	4,380	–	–	0.02%	712
2018 Q1	$129K	Buy	4,380 +2,450	+127%	+$74.9K	0.02%	668
2017 Q4	$60.9K	Buy	+1,930	New	+$60K	0.01%	914

Other funds holding LVHD

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American Portfolios Advisors's LVHD Position: Q3 2022 in Review

American Portfolios Advisors increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 156% in Q3 2022, buying an estimated $309K and bringing the position to 13,373 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #681.

American Portfolios Advisors first reported a position in LVHD in Q4 2017 and has held it in 20 quarters since. The position peaked at $963K in Q4 2019. 82 funds tracked by Wall St. Rank hold LVHD as of Q3 2022.

American Portfolios Advisors held 13,373 shares of Franklin US Low Volatility High Dividend Index ETF worth $457K as of Q3 2022.
American Portfolios Advisors bought 8,140 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2022, an estimated $309K.
Franklin US Low Volatility High Dividend Index ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #681 holding.
American Portfolios Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $963K in Q4 2019.
82 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.