M&T Bank’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

M&T Bank’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
2021 Q1	–	Sell	-9,550	Closed	-$310K	–	1651
2020 Q4	$310K	Buy	9,550 +251	+3%	+$7.9K	﹤0.01%	1318
2020 Q3	$275K	Sell	9,299 -877	-9%	-$25.9K	﹤0.01%	1281
2020 Q2	$293K	Buy	+10,176	New	+$285K	﹤0.01%	1199

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

M&T Bank's LVHD Position: Q1 2021 in Review

M&T Bank sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2021, closing a stake of 9,550 shares — an estimated $310K sold.

M&T Bank first reported a position in LVHD in Q2 2020 and held it in 3 quarters. The position peaked at $310K in Q4 2020. 69 funds tracked by Wall St. Rank hold LVHD as of Q1 2021.

M&T Bank reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2021 after selling out during the quarter.
M&T Bank sold 9,550 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2021, an estimated $310K.
M&T Bank first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2020 and held it in 3 quarters.
M&T Bank's Franklin US Low Volatility High Dividend Index ETF position peaked at $310K in Q4 2020.
69 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2021.

Based on M&T Bank's 13F filing for Q1 2021, filed 6 May 2021.