Capital Insight Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Capital Insight Partners’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
2021 Q4	–	Sell	-11,011	Closed	-$1.58M	–	156
2021 Q3	$1.58M	Buy	+11,011	New	+$289K	0.34%	101

Other funds holding LVHI

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Capital Insight Partners's LVHI Position: Q4 2021 in Review

Capital Insight Partners sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q4 2021, closing a stake of 11,011 shares — an estimated $1.58M sold.

Capital Insight Partners first reported a position in LVHI in Q3 2021 and held it in 1 quarter. The position peaked at $1.58M in Q3 2021. 24 funds tracked by Wall St. Rank hold LVHI as of Q4 2021.

Capital Insight Partners reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q4 2021 after selling out during the quarter.
Capital Insight Partners sold 11,011 Franklin International Low Volatility High Dividend Index ETF shares in Q4 2021, an estimated $1.58M.
Capital Insight Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2021 and held it in 1 quarter.
Capital Insight Partners's Franklin International Low Volatility High Dividend Index ETF position peaked at $1.58M in Q3 2021.
24 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2021.

Based on Capital Insight Partners's 13F filing for Q4 2021, filed 20 Jan 2022.