Hefty Wealth Partners’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$2.34M	Buy	79,303 +48,906	+161%	+$1.49M	1.51%	25
2017 Q4	$958K	Buy	+30,397	New	+$945K	0.59%	50

Other funds holding LVHD

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Hefty Wealth Partners's LVHD Position: Q1 2018 in Review

Hefty Wealth Partners increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 161% in Q1 2018, buying an estimated $1.49M and bringing the position to 79,303 shares worth $2.34M. The position accounts for 1.51% of the portfolio, ranked #25.

Hefty Wealth Partners first reported a position in LVHD in Q4 2017 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold LVHD as of Q1 2018.

Hefty Wealth Partners held 79,303 shares of Franklin US Low Volatility High Dividend Index ETF worth $2.34M as of Q1 2018.
Hefty Wealth Partners bought 48,906 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2018, an estimated $1.49M.
Franklin US Low Volatility High Dividend Index ETF made up 1.51% of Hefty Wealth Partners's portfolio in Q1 2018, its #25 holding.
Hefty Wealth Partners first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2017 and has held it in 2 quarters since.
44 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.