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Crabel Capital Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Crabel Capital Management’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
Q3 		– Sell
-5,681
Closed -$208K – 100
2023
Q2 		$208K Buy
+5,681
New +$209K 0.09% 106

Other funds holding LVHD

AF
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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crabel Capital Management's LVHD Position: Q3 2023 in Review

Crabel Capital Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2023, closing a stake of 5,681 shares — an estimated $208K sold.

Crabel Capital Management first reported a position in LVHD in Q2 2023 and held it in 1 quarter. The position peaked at $208K in Q2 2023. 110 funds tracked by Wall St. Rank hold LVHD as of Q3 2023.

  • Crabel Capital Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2023 after selling out during the quarter.
  • Crabel Capital Management sold 5,681 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2023, an estimated $208K.
  • Crabel Capital Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2023 and held it in 1 quarter.
  • Crabel Capital Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $208K in Q2 2023.
  • 110 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2023.

Based on Crabel Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.