Ladenburg Thalmann Financial Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$359K	Buy	10,591 +742	+8%	+$24.9K	﹤0.01%	2072
2019 Q3	$331K	Buy	9,849 +7,002	+246%	+$228K	﹤0.01%	2094
2019 Q2	$92K	Sell	2,847 -31,613	-92%	-$1M	﹤0.01%	3027
2019 Q1	$1.1M	Buy	34,460 +1,249	+4%	+$38.4K	0.01%	1126
2018 Q4	$962K	Buy	33,211 +2,786	+9%	+$84.6K	0.01%	1082
2018 Q3	$930K	Buy	30,425 +28,417	+1,415%	+$873K	0.01%	1159
2018 Q2	$59K	Hold	2,008	–	–	﹤0.01%	3142
2018 Q1	$59K	Buy	2,008 +1,360	+210%	+$41.6K	﹤0.01%	3142
2017 Q4	$20K	Buy	648 +323	+99%	+$10K	﹤0.01%	3804
2017 Q3	$10K	Hold	325	–	–	﹤0.01%	4084
2017 Q2	$10K	Buy	+325	New	+$9.75K	﹤0.01%	4008

Other funds holding LVHD

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's LVHD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 7.5% in Q4 2019, buying an estimated $24.9K and bringing the position to 10,591 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Ladenburg Thalmann Financial Services first reported a position in LVHD in Q2 2017 and has held it in 11 quarters since. The position peaked at $1.1M in Q1 2019. 79 funds tracked by Wall St. Rank hold LVHD as of Q4 2019.

Ladenburg Thalmann Financial Services held 10,591 shares of Franklin US Low Volatility High Dividend Index ETF worth $359K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 742 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2019, an estimated $24.9K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2072 holding.
Ladenburg Thalmann Financial Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2017 and has held it in 11 quarters since.
Ladenburg Thalmann Financial Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.1M in Q1 2019.
79 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.