FAG
LVHD icon

Fortitude Advisory Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-550
Closed -$22K – 811
2022
Q1 		$22K Hold
550
– – 0.01% 805
2021
Q4 		$22K Buy
+550
New +$20.8K 0.01% 817

Other funds holding LVHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortitude Advisory Group's LVHD Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2022, closing a stake of 550 shares — an estimated $22K sold.

Fortitude Advisory Group first reported a position in LVHD in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 77 funds tracked by Wall St. Rank hold LVHD as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 550 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2022, an estimated $22K.
  • Fortitude Advisory Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Franklin US Low Volatility High Dividend Index ETF position peaked at $22K in Q1 2022.
  • 77 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.