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

Financial Advocates Investment Management’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 Q3	–	Sell	-18,361	Closed	-$544K	–	795
2024 Q2	$544K	Sell	18,361 -1,847	-9%	-$55.2K	0.03%	417
2024 Q1	$602K	Sell	20,208 -632	-3%	-$17.9K	0.03%	422
2023 Q4	$576K	Sell	20,840 -55,256	-73%	-$1.52M	0.04%	399
2023 Q3	$2.07M	Buy	76,096 +7	+0%	+$191	0.15%	157
2023 Q2	$2.07M	Sell	76,089 -55	-0.1%	-$1.5K	0.15%	157
2023 Q1	$2.05M	Sell	76,144 -258	-0.3%	-$6.88K	0.15%	164
2022 Q4	$1.95M	Buy	+76,402	New	+$1.96M	0.15%	166

Other funds holding LVHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

GVAG

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

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

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

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

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

Financial Advocates Investment Management's LVHI Position: Q3 2024 in Review

Financial Advocates Investment Management sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q3 2024, closing a stake of 18,361 shares — an estimated $544K sold.

Financial Advocates Investment Management first reported a position in LVHI in Q4 2022 and held it in 7 quarters. The position peaked at $2.07M in Q3 2023. 150 funds tracked by Wall St. Rank hold LVHI as of Q3 2024.

Financial Advocates Investment Management reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q3 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 18,361 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2024, an estimated $544K.
Financial Advocates Investment Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2022 and held it in 7 quarters.
Financial Advocates Investment Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $2.07M in Q3 2023.
150 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2024.

Based on Financial Advocates Investment Management's 13F filing for Q3 2024, filed 25 Oct 2024.