Cetera Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Cetera Advisors’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
2024 Q1	$13.5M	Buy	454,128 +30,281	+7%	+$859K	0.11%	176
2023 Q4	$11.7M	Buy	423,847 +35,901	+9%	+$985K	0.16%	128
2023 Q3	$10.6M	Buy	387,946 +229,557	+145%	+$6.27M	0.17%	137
2023 Q2	$4.31M	Sell	158,389 -66,489	-30%	-$1.82M	0.07%	271
2023 Q1	$6.06M	Buy	224,878 +78,111	+53%	+$2.08M	0.1%	211
2022 Q4	$3.75M	Buy	146,767 +126,705	+632%	+$3.25M	0.07%	291
2022 Q3	$484K	Buy	+20,062	New	+$516K	0.01%	792

Other funds holding LVHI

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cetera Advisors's LVHI Position: Q1 2024 in Review

Cetera Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 7.1% in Q1 2024, buying an estimated $859K and bringing the position to 454,128 shares worth $13.5M. The position accounts for 0.11% of the portfolio, ranked #176.

Cetera Advisors first reported a position in LVHI in Q3 2022 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold LVHI as of Q1 2024.

Cetera Advisors held 454,128 shares of Franklin International Low Volatility High Dividend Index ETF worth $13.5M as of Q1 2024.
Cetera Advisors bought 30,281 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2024, an estimated $859K.
Franklin International Low Volatility High Dividend Index ETF made up 0.11% of Cetera Advisors's portfolio in Q1 2024, its #176 holding.
Cetera Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2022 and has held it in 7 quarters since.
122 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2024.

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