Leicht Financial Planning & Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Leicht Financial Planning & Wealth Management’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 Q1	–	Sell	-5,999	Closed	-$228K	–	24
2022 Q4	$228K	Buy	+5,999	New	+$222K	0.15%	25

Other funds holding LVHD

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's LVHD Position: Q1 2023 in Review

Leicht Financial Planning & Wealth Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2023, closing a stake of 5,999 shares — an estimated $228K sold.

Leicht Financial Planning & Wealth Management first reported a position in LVHD in Q4 2022 and held it in 1 quarter. The position peaked at $228K in Q4 2022. 104 funds tracked by Wall St. Rank hold LVHD as of Q1 2023.

Leicht Financial Planning & Wealth Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2023 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 5,999 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2023, an estimated $228K.
Leicht Financial Planning & Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and held it in 1 quarter.
Leicht Financial Planning & Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $228K in Q4 2022.
104 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2023.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.