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

CXI 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
2019 Q4	$55K	Buy	+1,621	New	+$54.4K	0.12%	23

Other funds holding LVHD

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

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

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

CXI Advisors's LVHD Position: Q4 2019 in Review

CXI Advisors opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2019: 1,621 shares worth $55K. The stake represents 0.12% of the portfolio and ranks #23 among its holdings.

79 funds tracked by Wall St. Rank hold LVHD as of Q4 2019.

CXI Advisors held 1,621 shares of Franklin US Low Volatility High Dividend Index ETF worth $55K as of Q4 2019.
Franklin US Low Volatility High Dividend Index ETF was a new CXI Advisors position in Q4 2019.
Franklin US Low Volatility High Dividend Index ETF made up 0.12% of CXI Advisors's portfolio in Q4 2019, its #23 holding.
79 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.