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Global Financial Private Client’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Global Financial Private Client’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
2021
Q1 		– Sell
-200
Closed -$6.49K – 581
2020
Q4 		$6.49K Buy
+200
New +$6.29K 0.01% 335

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Global Financial Private Client's LVHD Position: Q1 2021 in Review

Global Financial Private Client sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2021, closing a stake of 200 shares — an estimated $6.49K sold.

Global Financial Private Client first reported a position in LVHD in Q4 2020 and held it in 1 quarter. The position peaked at $6.49K in Q4 2020. 69 funds tracked by Wall St. Rank hold LVHD as of Q1 2021.

  • Global Financial Private Client reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2021 after selling out during the quarter.
  • Global Financial Private Client sold 200 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2021, an estimated $6.49K.
  • Global Financial Private Client first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2020 and held it in 1 quarter.
  • Global Financial Private Client's Franklin US Low Volatility High Dividend Index ETF position peaked at $6.49K in Q4 2020.
  • 69 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2021.

Based on Global Financial Private Client's 13F filing for Q1 2021, filed 16 May 2024.