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Professional Financial Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Professional Financial Advisors’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
2022
Q4 		– Sell
-1,755
Closed -$60K – 294
2022
Q3 		$60K Buy
+1,755
New +$66.7K 0.04% 131

Other funds holding LVHD

MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Professional Financial Advisors's LVHD Position: Q4 2022 in Review

Professional Financial Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2022, closing a stake of 1,755 shares — an estimated $60K sold.

Professional Financial Advisors first reported a position in LVHD in Q3 2022 and held it in 1 quarter. The position peaked at $60K in Q3 2022. 106 funds tracked by Wall St. Rank hold LVHD as of Q4 2022.

  • Professional Financial Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,755 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2022, an estimated $60K.
  • Professional Financial Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2022 and held it in 1 quarter.
  • Professional Financial Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $60K in Q3 2022.
  • 106 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.