Dynamic Advisor Solutions’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Dynamic Advisor Solutions’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
2020 Q2	–	Sell	-13,951	Closed	-$360K	–	570
2020 Q1	$360K	Buy	13,951 +4,637	+50%	+$146K	0.07%	303
2019 Q4	$317K	Buy	9,314 +292	+3%	+$9.8K	0.04%	401
2019 Q3	$303K	Buy	9,022 +822	+10%	+$26.8K	0.05%	374
2019 Q2	$264K	Buy	+8,200	New	+$261K	0.04%	386

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Dynamic Advisor Solutions's LVHD Position: Q2 2020 in Review

Dynamic Advisor Solutions sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2020, closing a stake of 13,951 shares — an estimated $360K sold.

Dynamic Advisor Solutions first reported a position in LVHD in Q2 2019 and held it in 4 quarters. The position peaked at $360K in Q1 2020. 67 funds tracked by Wall St. Rank hold LVHD as of Q2 2020.

Dynamic Advisor Solutions reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2020 after selling out during the quarter.
Dynamic Advisor Solutions sold 13,951 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2020, an estimated $360K.
Dynamic Advisor Solutions first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2019 and held it in 4 quarters.
Dynamic Advisor Solutions's Franklin US Low Volatility High Dividend Index ETF position peaked at $360K in Q1 2020.
67 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2020, filed 5 Aug 2020.