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Reilly Financial Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Reilly Financial Advisors’s Portfolio LVHI Stock Details LVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-208
Closed -$30K – 1167
2021
Q3 		$30K Buy
+208
New +$5.45K ﹤0.01% 455

Other funds holding LVHI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Reilly Financial Advisors's LVHI Position: Q4 2021 in Review

Reilly Financial Advisors sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q4 2021, closing a stake of 208 shares — an estimated $30K sold.

Reilly Financial Advisors first reported a position in LVHI in Q3 2021 and held it in 1 quarter. The position peaked at $30K in Q3 2021. 24 funds tracked by Wall St. Rank hold LVHI as of Q4 2021.

  • Reilly Financial Advisors reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 208 Franklin International Low Volatility High Dividend Index ETF shares in Q4 2021, an estimated $30K.
  • Reilly Financial Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $30K in Q3 2021.
  • 24 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.