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

Cetera Advisors’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	$1.44M	Sell	39,033 -76,936	-66%	-$2.75M	0.01%	982
2023 Q4	$4.22M	Buy	115,969 +235	+0.2%	+$8.11K	0.06%	319
2023 Q3	$3.92M	Sell	115,734 -3,608	-3%	-$131K	0.06%	303
2023 Q2	$4.38M	Buy	119,342 +727	+0.6%	+$26.7K	0.07%	265
2023 Q1	$4.42M	Sell	118,615 -1,517	-1%	-$57K	0.07%	269
2022 Q4	$4.57M	Buy	120,132 +112,044	+1,385%	+$4.15M	0.08%	257
2022 Q3	$276K	Buy	+8,088	New	+$307K	0.01%	1007

Other funds holding LVHD

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MCCA

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

Cetera Advisors's LVHD Position: Q1 2024 in Review

Cetera Advisors reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 66% in Q1 2024, selling an estimated $2.75M and leaving 39,033 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #982.

Cetera Advisors first reported a position in LVHD in Q3 2022 and has held it in 7 quarters since. The position peaked at $4.57M in Q4 2022. 95 funds tracked by Wall St. Rank hold LVHD as of Q1 2024.

Cetera Advisors held 39,033 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.44M as of Q1 2024.
Cetera Advisors sold 76,936 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2024, an estimated $2.75M.
Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #982 holding.
Cetera Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2022 and has held it in 7 quarters since.
Cetera Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $4.57M in Q4 2022.
95 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2024.

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