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

First Capital Advisors Group’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
2023 Q2	$4.28M	Buy	157,248 +7,078	+5%	+$194K	2.23%	9
2023 Q1	$4.05M	Buy	150,170 +21,389	+17%	+$570K	2.6%	8
2022 Q4	$3.29M	Buy	+128,781	New	+$3.3M	2.23%	10

Other funds holding LVHI

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

First Capital Advisors Group's LVHI Position: Q2 2023 in Review

First Capital Advisors Group increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 4.7% in Q2 2023, buying an estimated $194K and bringing the position to 157,248 shares worth $4.28M. The position accounts for 2.23% of the portfolio, ranked #9.

First Capital Advisors Group first reported a position in LVHI in Q4 2022 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold LVHI as of Q2 2023.

First Capital Advisors Group held 157,248 shares of Franklin International Low Volatility High Dividend Index ETF worth $4.28M as of Q2 2023.
First Capital Advisors Group bought 7,078 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2023, an estimated $194K.
Franklin International Low Volatility High Dividend Index ETF made up 2.23% of First Capital Advisors Group's portfolio in Q2 2023, its #9 holding.
First Capital Advisors Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2022 and has held it in 3 quarters since.
89 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.