FinTrust Capital Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

FinTrust Capital Advisors’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	$2.53M	Buy	81,331 +12,272	+18%	+$373K	0.43%	48
2024 Q2	$2.05M	Buy	69,059 +24,929	+56%	+$745K	0.37%	56
2024 Q1	$1.31M	Buy	44,130 +35,345	+402%	+$1M	0.25%	85
2023 Q4	$243K	Buy	8,785 +6,612	+304%	+$181K	0.05%	245
2023 Q3	$59.2K	Buy	+2,173	New	+$59.3K	0.01%	424

Other funds holding LVHI

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.5B AUM 20.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

FinTrust Capital Advisors's LVHI Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 18% in Q3 2024, buying an estimated $373K and bringing the position to 81,331 shares worth $2.53M. The position accounts for 0.43% of the portfolio, ranked #48.

FinTrust Capital Advisors first reported a position in LVHI in Q3 2023 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold LVHI as of Q3 2024.

FinTrust Capital Advisors held 81,331 shares of Franklin International Low Volatility High Dividend Index ETF worth $2.53M as of Q3 2024.
FinTrust Capital Advisors bought 12,272 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2024, an estimated $373K.
Franklin International Low Volatility High Dividend Index ETF made up 0.43% of FinTrust Capital Advisors's portfolio in Q3 2024, its #48 holding.
FinTrust Capital Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2023 and has held it in 5 quarters since.
150 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.