IFP Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $681 | Buy |
+16
| New | +$681 | ﹤0.01% | 4341 |
|
|
2023
Q4 | – | Sell |
-2,626
| Closed | -$89K | – | 3218 |
|
|
2023
Q3 | $89K | Buy |
+2,626
| New | +$95.3K | ﹤0.01% | 1310 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$8.87K | – | 3520 |
|
|
2023
Q1 | $8.87K | Buy |
300
+132
| +79% | +$4.96K | ﹤0.01% | 2339 |
|
|
2022
Q4 | $5K | Sell |
168
-527
| -76% | -$19.5K | ﹤0.01% | 3790 |
|
|
2022
Q3 | $21K | Buy |
695
+1
| +0.1% | +$38 | ﹤0.01% | 3036 |
|
|
2022
Q2 | $21K | Hold |
694
| – | – | ﹤0.01% | 2796 |
|
|
2022
Q1 | $21K | Buy |
+694
| New | +$27.1K | ﹤0.01% | 2796 |
|
|
2020
Q3 | – | Sell |
-450
| Closed | -$13.3K | – | 2939 |
|
|
2020
Q2 | $13K | Buy |
+450
| New | +$12.6K | ﹤0.01% | 1730 |
|
|
2019
Q1 | $99K | Buy |
3,131
+23
| +0.7% | +$708 | 0.01% | 692 |
|
|
2018
Q4 | $89K | Sell |
3,108
-3,146
| -50% | -$95.5K | 0.01% | 1258 |
|
|
2018
Q3 | $192K | Sell |
6,254
-589
| -9% | -$18.1K | 0.01% | 1103 |
|
|
2018
Q2 | $204K | Sell |
6,843
-4,356
| -39% | -$129K | 0.01% | 1052 |
|
|
2018
Q1 | $353K | Hold |
11,199
| – | – | 0.02% | 764 |
|
|
2017
Q4 | $353K | Buy |
11,199
+4,238
| +61% | +$132K | 0.02% | 764 |
|
|
2017
Q3 | $211K | Buy |
6,961
+13
| +0.2% | +$392 | 0.01% | 1106 |
|
|
2017
Q2 | $208K | Buy |
6,948
+832
| +14% | +$25K | 0.01% | 1107 |
|
|
2017
Q1 | $182K | Buy |
6,116
+385
| +7% | +$11.3K | 0.01% | 1165 |
|
|
2016
Q4 | $164K | Sell |
5,731
-1,602
| -22% | -$44.6K | 0.01% | 1156 |
|
|
2016
Q3 | $204K | Buy |
7,333
+546
| +8% | +$15.5K | 0.01% | 997 |
|
|
2016
Q2 | $192K | Buy |
6,787
+3,656
| +117% | +$99.5K | 0.01% | 987 |
|
|
2016
Q1 | $99K | Buy |
+3,131
| New | +$79K | 0.01% | 692 |
|
Other funds holding LVHD
SP
PAG