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Cetera Advisor Networks’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Cetera Advisor Networks’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 		$1.22M Sell
33,103
-6,512
-16% -$232K 0.01% 1329
2023
Q4 		$1.44M Buy
39,615
+7,593
+24% +$262K 0.01% 1142
2023
Q3 		$1.08M Sell
32,022
-9,201
-22% -$334K 0.01% 1228
2023
Q2 		$1.51M Buy
41,223
+6,317
+18% +$232K 0.01% 1003
2023
Q1 		$1.3M Buy
34,906
+7,298
+26% +$274K 0.01% 1074
2022
Q4 		$1.05M Buy
27,608
+8,382
+44% +$310K 0.01% 1165
2022
Q3 		$657K Buy
19,226
+8,135
+73% +$309K 0.01% 1127
2022
Q2 		$418K Buy
11,091
+1,347
+14% +$52.4K 0.01% 1392
2022
Q1 		$387K Buy
9,744
+60
+0.6% +$2.34K ﹤0.01% 1471
2021
Q4 		$388K Hold
9,684
– – ﹤0.01% 1441
2021
Q3 		$349K Hold
9,684
– – ﹤0.01% 1436
2021
Q2 		$353K Buy
9,684
+889
+10% +$32.4K 0.01% 1390
2021
Q1 		$307K Hold
8,795
– – 0.01% 1122
2020
Q4 		$285K Sell
8,795
-2,681
-23% -$84.4K 0.01% 1074
2020
Q3 		$340K Sell
11,476
-2,485
-18% -$73.5K 0.01% 875
2020
Q2 		$402K Hold
13,961
– – 0.01% 774
2020
Q1 		$360K Hold
13,961
– – 0.01% 732
2019
Q4 		$475K Buy
13,961
+1,200
+9% +$40.3K 0.01% 762
2019
Q3 		$429K Sell
12,761
-1,055
-8% -$34.4K 0.01% 758
2019
Q2 		$444K Sell
13,816
-520
-4% -$16.5K 0.01% 725
2019
Q1 		$457K Buy
14,336
+3,271
+30% +$101K 0.01% 696
2018
Q4 		$317K Buy
11,065
+1,338
+14% +$40.6K 0.01% 737
2018
Q3 		$300K Sell
9,727
-2,606
-21% -$80.1K 0.01% 867
2018
Q2 		$369K Hold
12,333
– – 0.02% 568
2018
Q1 		$364K Buy
12,333
+1,178
+11% +$36K 0.02% 597
2017
Q4 		$351K Buy
11,155
+2,155
+24% +$67K 0.01% 682
2017
Q3 		$271K Buy
9,000
+495
+6% +$14.9K 0.01% 721
2017
Q2 		$255K Buy
8,505
+1,038
+14% +$31.1K 0.01% 749
2017
Q1 		$223K Hold
7,467
– – 0.01% 797
2016
Q4 		$213K Sell
7,467
-5,667
-43% -$158K 0.01% 770
2016
Q3 		$366K Buy
13,134
+4,587
+54% +$130K 0.01% 688
2016
Q2 		$242K Buy
+8,547
New +$233K 0.01% 699

Other funds holding LVHD

AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Cetera Advisor Networks's LVHD Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 16% in Q1 2024, selling an estimated $232K and leaving 33,103 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1329.

Cetera Advisor Networks first reported a position in LVHD in Q2 2016 and has held it in 32 quarters since. The position peaked at $1.51M in Q2 2023. 95 funds tracked by Wall St. Rank hold LVHD as of Q1 2024.

  • Cetera Advisor Networks held 33,103 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.22M as of Q1 2024.
  • Cetera Advisor Networks sold 6,512 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2024, an estimated $232K.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1329 holding.
  • Cetera Advisor Networks first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2016 and has held it in 32 quarters since.
  • Cetera Advisor Networks's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.51M in Q2 2023.
  • 95 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.