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Ford Financial Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Ford Financial 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
Q1 		– Sell
-27,227
Closed -$696K – 61
2022
Q4 		$696K Buy
27,227
+1,465
+6% +$37.5K 0.27% 65
2022
Q3 		$621K Buy
+25,762
New +$662K 0.26% 66

Other funds holding LVHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ford Financial Group's LVHI Position: Q1 2023 in Review

Ford Financial Group sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2023, closing a stake of 27,227 shares — an estimated $696K sold.

Ford Financial Group first reported a position in LVHI in Q3 2022 and held it in 2 quarters. The position peaked at $696K in Q4 2022. 76 funds tracked by Wall St. Rank hold LVHI as of Q1 2023.

  • Ford Financial Group reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 27,227 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2023, an estimated $696K.
  • Ford Financial Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2022 and held it in 2 quarters.
  • Ford Financial Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $696K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.