Financial Advocates Investment Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Financial Advocates Investment 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
2024 Q1	–	Sell	-176,536	Closed	-$6.4M	–	794
2023 Q4	$6.4M	Sell	176,536 -6,052	-3%	-$209K	0.42%	59
2023 Q3	$6.19M	Buy	182,588 +33,522	+22%	+$1.22M	0.45%	53
2023 Q2	$5.47M	Buy	149,066 +85,762	+135%	+$3.15M	0.39%	62
2023 Q1	$2.36M	Buy	63,304 +42,301	+201%	+$1.59M	0.17%	140
2022 Q4	$799K	Buy	21,003 +3,684	+21%	+$136K	0.06%	337
2022 Q3	$592K	Buy	+17,319	New	+$658K	0.05%	369

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 $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCCA

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

Financial Advocates Investment Management's LVHD Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2024, closing a stake of 176,536 shares — an estimated $6.4M sold.

Financial Advocates Investment Management first reported a position in LVHD in Q3 2022 and held it in 6 quarters. The position peaked at $6.4M in Q4 2023. 95 funds tracked by Wall St. Rank hold LVHD as of Q1 2024.

Financial Advocates Investment Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 176,536 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2024, an estimated $6.4M.
Financial Advocates Investment Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2022 and held it in 6 quarters.
Financial Advocates Investment Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $6.4M in Q4 2023.
95 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.