Key Client Fiduciary Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Key Client Fiduciary Advisors’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	-35,518	Closed	-$1.2M	–	174
2023 Q3	$1.2M	Buy	35,518 +11,453	+48%	+$416K	0.74%	36
2023 Q2	$882K	Buy	24,065 +7,000	+41%	+$257K	0.51%	44
2023 Q1	$636K	Buy	17,065 +9,720	+132%	+$365K	0.4%	57
2022 Q4	$279K	Buy	+7,345	New	+$272K	0.19%	122

Other funds holding LVHD

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Key Client Fiduciary Advisors's LVHD Position: Q4 2023 in Review

Key Client Fiduciary Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2023, closing a stake of 35,518 shares — an estimated $1.2M sold.

Key Client Fiduciary Advisors first reported a position in LVHD in Q4 2022 and held it in 4 quarters. The position peaked at $1.2M in Q3 2023. 112 funds tracked by Wall St. Rank hold LVHD as of Q4 2023.

Key Client Fiduciary Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2023 after selling out during the quarter.
Key Client Fiduciary Advisors sold 35,518 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2023, an estimated $1.2M.
Key Client Fiduciary Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and held it in 4 quarters.
Key Client Fiduciary Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.2M in Q3 2023.
112 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2023.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.