Capital Analysts LLC’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Capital Analysts LLC’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 Q2	–	Sell	-150	Closed	-$6K	–	1021
2023 Q1	$6K	Buy	+150	New	+$5.63K	﹤0.01%	848
2021 Q3	–	Sell	-49	Closed	-$2K	–	1012
2021 Q2	$2K	Hold	49	–	–	﹤0.01%	883
2021 Q1	$2K	Hold	49	–	–	﹤0.01%	971
2020 Q4	$2K	Buy	+49	New	+$1.54K	﹤0.01%	691

Other funds holding LVHD

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MCCA

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

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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

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

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

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

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

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

Capital Analysts LLC's LVHD Position: Q2 2023 in Review

Capital Analysts LLC sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2023, closing a stake of 150 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in LVHD in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2023. 103 funds tracked by Wall St. Rank hold LVHD as of Q2 2023.

Capital Analysts LLC reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2023 after selling out during the quarter.
Capital Analysts LLC sold 150 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2023, an estimated $6K.
Capital Analysts LLC first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2020 and held it in 4 quarters.
Capital Analysts LLC's Franklin US Low Volatility High Dividend Index ETF position peaked at $6K in Q1 2023.
103 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2023.

Based on Capital Analysts LLC's 13F filing for Q2 2023, filed 11 Aug 2023.