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Israel Englander’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Israel Englander’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
2024
Q1 		– Sell
-16,966
Closed -$617K – 6450
2023
Q4 		$617K Sell
16,966
-4,894
-22% -$169K ﹤0.01% 4518
2023
Q3 		$741K Buy
+21,860
New +$794K ﹤0.01% 4395

Other funds holding LVHD

AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Israel Englander's LVHD Position: Q1 2024 in Review

Israel Englander sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2024, closing a stake of 16,966 shares — an estimated $617K sold.

Israel Englander first reported a position in LVHD in Q3 2023 and held it in 2 quarters. The position peaked at $741K in Q3 2023. 95 funds tracked by Wall St. Rank hold LVHD as of Q1 2024.

  • Israel Englander reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2024 after selling out during the quarter.
  • Israel Englander sold 16,966 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2024, an estimated $617K.
  • Israel Englander first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2023 and held it in 2 quarters.
  • Israel Englander's Franklin US Low Volatility High Dividend Index ETF position peaked at $741K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2024.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.