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RGT Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

RGT Wealth 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
Q1 		– Sell
-912
Closed -$37K – 233
2021
Q4 		$37K Buy
+912
New +$34.5K 0.01% 154

Other funds holding LVHD

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RGT Wealth Advisors's LVHD Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2022, closing a stake of 912 shares — an estimated $37K sold.

RGT Wealth Advisors first reported a position in LVHD in Q4 2021 and held it in 1 quarter. The position peaked at $37K in Q4 2021. 79 funds tracked by Wall St. Rank hold LVHD as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 912 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2022, an estimated $37K.
  • RGT Wealth Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2021 and held it in 1 quarter.
  • RGT Wealth Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $37K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.