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Cambridge Trust’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Cambridge Trust’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
2023
Q1 		– Sell
-239
Closed -$9K – 795
2022
Q4 		$9K Hold
239
– – ﹤0.01% 645
2022
Q3 		$8K Hold
239
– – ﹤0.01% 673
2022
Q2 		$9K Sell
239
-6,999
-97% -$272K ﹤0.01% 695
2022
Q1 		$287K Buy
+7,238
New +$282K 0.01% 278

Other funds holding LVHD

MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Trust's LVHD Position: Q1 2023 in Review

Cambridge Trust sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2023, closing a stake of 239 shares — an estimated $9K sold.

Cambridge Trust first reported a position in LVHD in Q1 2022 and held it in 4 quarters. The position peaked at $287K in Q1 2022. 104 funds tracked by Wall St. Rank hold LVHD as of Q1 2023.

  • Cambridge Trust reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2023 after selling out during the quarter.
  • Cambridge Trust sold 239 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2023, an estimated $9K.
  • Cambridge Trust first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2022 and held it in 4 quarters.
  • Cambridge Trust's Franklin US Low Volatility High Dividend Index ETF position peaked at $287K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2023.

Based on Cambridge Trust's 13F filing for Q1 2023, filed 12 May 2023.