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GW Henssler & Associates’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

GW Henssler & Associates’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
-7,068
Closed -$229K – 233
2020
Q4 		$229K Hold
7,068
– – 0.02% 199
2020
Q3 		$209K Hold
7,068
– – 0.02% 200
2020
Q2 		$203K Buy
+7,068
New +$198K 0.02% 185

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

GW Henssler & Associates's LVHD Position: Q1 2021 in Review

GW Henssler & Associates sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2021, closing a stake of 7,068 shares — an estimated $229K sold.

GW Henssler & Associates first reported a position in LVHD in Q2 2020 and held it in 3 quarters. The position peaked at $229K in Q4 2020. 69 funds tracked by Wall St. Rank hold LVHD as of Q1 2021.

  • GW Henssler & Associates reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2021 after selling out during the quarter.
  • GW Henssler & Associates sold 7,068 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2021, an estimated $229K.
  • GW Henssler & Associates first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2020 and held it in 3 quarters.
  • GW Henssler & Associates's Franklin US Low Volatility High Dividend Index ETF position peaked at $229K 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 GW Henssler & Associates's 13F filing for Q1 2021, filed 28 Apr 2021.