Hartford Financial Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Hartford Financial Management’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
2023 Q4	–	Sell	-14,938	Closed	-$506K	–	394
2023 Q3	$506K	Hold	14,938	–	–	0.13%	132
2023 Q2	$548K	Buy	+14,938	New	+$548K	0.14%	128
2021 Q1	–	Sell	-3,000	Closed	-$97K	–	391
2020 Q4	$97K	Buy	+3,000	New	+$94.4K	0.03%	172

Other funds holding LVHD

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Hartford Financial Management's LVHD Position: Q4 2023 in Review

Hartford Financial Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2023, closing a stake of 14,938 shares — an estimated $506K sold.

Hartford Financial Management first reported a position in LVHD in Q4 2020 and held it in 3 quarters. The position peaked at $548K in Q2 2023. 112 funds tracked by Wall St. Rank hold LVHD as of Q4 2023.

Hartford Financial Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2023 after selling out during the quarter.
Hartford Financial Management sold 14,938 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2023, an estimated $506K.
Hartford Financial Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2020 and held it in 3 quarters.
Hartford Financial Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $548K in Q2 2023.
112 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2023.

Based on Hartford Financial Management's 13F filing for Q4 2023, filed 29 Jan 2024.