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Retirement Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Retirement Group’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
2024
Q1 		$58.8K Buy
1,975
+250
+14% +$7.09K 0.02% 215
2023
Q4 		$47.7K Hold
1,725
– – 0.02% 227
2023
Q3 		$47K Buy
1,725
+200
+13% +$5.46K 0.02% 211
2023
Q2 		$41.5K Buy
1,525
+675
+79% +$18.5K 0.02% 230
2023
Q1 		$23K Buy
+850
New +$22.7K 0.01% 288

Other funds holding LVHI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's LVHI Position: Q1 2024 in Review

Retirement Group increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 14% in Q1 2024, buying an estimated $7.09K and bringing the position to 1,975 shares worth $58.8K. The position accounts for 0.02% of the portfolio, ranked #215.

Retirement Group first reported a position in LVHI in Q1 2023 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold LVHI as of Q1 2024.

  • Retirement Group held 1,975 shares of Franklin International Low Volatility High Dividend Index ETF worth $58.8K as of Q1 2024.
  • Retirement Group bought 250 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2024, an estimated $7.09K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #215 holding.
  • Retirement Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2023 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.