Money Concepts Capital’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Money Concepts Capital’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	-358	Closed	-$13.6K	–	1879
2022 Q4	$13.6K	Buy	+358	New	+$13.3K	﹤0.01%	1866
2022 Q2	–	Sell	-225	Closed	-$9K	–	2133
2022 Q1	$9K	Buy	+225	New	+$8.77K	﹤0.01%	1989

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

Money Concepts Capital's LVHD Position: Q1 2023 in Review

Money Concepts Capital sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2023, closing a stake of 358 shares — an estimated $13.6K sold.

Money Concepts Capital first reported a position in LVHD in Q1 2022 and held it in 2 quarters. The position peaked at $13.6K in Q4 2022. 104 funds tracked by Wall St. Rank hold LVHD as of Q1 2023.

Money Concepts Capital reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 358 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2023, an estimated $13.6K.
Money Concepts Capital first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Franklin US Low Volatility High Dividend Index ETF position peaked at $13.6K 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 Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.