Bright Futures Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Bright Futures Wealth Management’s Portfolio LVHI Stock Details LVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-48,450	Closed	-$1.5M	–	184
2024 Q3	$1.5M	Buy	48,450 +17,902	+59%	+$545K	0.73%	32
2024 Q2	$908K	Buy	30,548 +751	+3%	+$22.4K	0.49%	58
2024 Q1	$884K	Buy	+29,797	New	+$845K	0.48%	64

Other funds holding LVHI

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bright Futures Wealth Management's LVHI Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q4 2024, closing a stake of 48,450 shares — an estimated $1.5M sold.

Bright Futures Wealth Management first reported a position in LVHI in Q1 2024 and held it in 3 quarters. The position peaked at $1.5M in Q3 2024. 167 funds tracked by Wall St. Rank hold LVHI as of Q4 2024.

Bright Futures Wealth Management reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q4 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 48,450 Franklin International Low Volatility High Dividend Index ETF shares in Q4 2024, an estimated $1.5M.
Bright Futures Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2024 and held it in 3 quarters.
Bright Futures Wealth Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $1.5M in Q3 2024.
167 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.