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RE Dickinson Investment Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

RE Dickinson Investment 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
2023
Q4 		– Sell
-200
Closed -$7K – 254
2023
Q3 		$7K Buy
+200
New +$7.26K ﹤0.01% 188

Other funds holding LVHD

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

RE Dickinson Investment Advisors's LVHD Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2023, closing a stake of 200 shares — an estimated $7K sold.

RE Dickinson Investment Advisors first reported a position in LVHD in Q3 2023 and held it in 1 quarter. The position peaked at $7K in Q3 2023. 112 funds tracked by Wall St. Rank hold LVHD as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 200 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2023, an estimated $7K.
  • RE Dickinson Investment Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2023 and held it in 1 quarter.
  • RE Dickinson Investment Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $7K in Q3 2023.
  • 112 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.