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

Realta 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
2020
Q1 		– Sell
-613
Closed -$20K – 931
2019
Q4 		$20K Buy
613
+313
+104% +$10.5K 0.01% 928
2019
Q3 		$10K Buy
+300
New +$9.77K ﹤0.01% 1103

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Realta Investment Advisors's LVHD Position: Q1 2020 in Review

Realta Investment Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2020, closing a stake of 613 shares — an estimated $20K sold.

Realta Investment Advisors first reported a position in LVHD in Q3 2019 and held it in 2 quarters. The position peaked at $20K in Q4 2019. 75 funds tracked by Wall St. Rank hold LVHD as of Q1 2020.

  • Realta Investment Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 613 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2020, an estimated $20K.
  • Realta Investment Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $20K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.