Benchmark Financial Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Benchmark Financial Wealth 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
2024 Q1	–	Sell	-19,887	Closed	-$723K	–	92
2023 Q4	$723K	Sell	19,887 -610,081	-97%	-$21M	0.31%	36
2023 Q3	$21.3M	Sell	629,968 -17,691	-3%	-$642K	10.03%	4
2023 Q2	$23.7M	Sell	647,659 -23,600	-4%	-$866K	11.01%	3
2023 Q1	$25M	Buy	+671,259	New	+$25.2M	12.86%	2

Other funds holding LVHD

AFG

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Benchmark Financial Wealth Advisors's LVHD Position: Q1 2024 in Review

Benchmark Financial Wealth Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2024, closing a stake of 19,887 shares — an estimated $723K sold.

Benchmark Financial Wealth Advisors first reported a position in LVHD in Q1 2023 and held it in 4 quarters. The position peaked at $25M in Q1 2023. 95 funds tracked by Wall St. Rank hold LVHD as of Q1 2024.

Benchmark Financial Wealth Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2024 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 19,887 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2024, an estimated $723K.
Benchmark Financial Wealth Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2023 and held it in 4 quarters.
Benchmark Financial Wealth Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $25M in Q1 2023.
95 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2024.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.