Next Financial Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Next Financial Group’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 Q4	$91K	Buy	2,284 +117	+5%	+$4.43K	0.01%	1205
2021 Q3	$78K	Sell	2,167 -104	-5%	-$3.87K	0.01%	1222
2021 Q2	$83K	Buy	2,271 +442	+24%	+$16.1K	0.01%	1199
2021 Q1	$64K	Buy	1,829 +2	+0.1%	+$66	0.01%	1187
2020 Q4	$59K	Sell	1,827 -793	-30%	-$25K	0.01%	1150
2020 Q3	$78K	Buy	+2,620	New	+$77.4K	0.01%	952
2020 Q2	–	Sell	-2,148	Closed	-$55K	–	1333
2020 Q1	$55K	Buy	2,148 +545	+34%	+$17.2K	0.01%	959
2019 Q4	$55K	Buy	1,603 +613	+62%	+$20.6K	0.01%	1153
2019 Q3	$33K	Sell	990 -40	-4%	-$1.3K	﹤0.01%	1274
2019 Q2	$33K	Buy	+1,030	New	+$32.7K	﹤0.01%	1300

Other funds holding LVHD

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

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

Next Financial Group's LVHD Position: Q4 2021 in Review

Next Financial Group increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 5.4% in Q4 2021, buying an estimated $4.43K and bringing the position to 2,284 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #1205.

Next Financial Group first reported a position in LVHD in Q2 2019 and has held it in 10 quarters since. 75 funds tracked by Wall St. Rank hold LVHD as of Q4 2021.

Next Financial Group held 2,284 shares of Franklin US Low Volatility High Dividend Index ETF worth $91K as of Q4 2021.
Next Financial Group bought 117 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2021, an estimated $4.43K.
Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1205 holding.
Next Financial Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2019 and has held it in 10 quarters since.
75 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.