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

River 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
2019 Q1	–	Sell	-52	Closed	-$1K	–	348
2018 Q4	$1K	Hold	52	–	–	﹤0.01%	525
2018 Q3	$2K	Hold	52	–	–	﹤0.01%	542
2018 Q2	$2K	Buy	+52	New	+$1.53K	﹤0.01%	546

Other funds holding LVHD

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

River Wealth Advisors's LVHD Position: Q1 2019 in Review

River Wealth Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2019, closing a stake of 52 shares — an estimated $1K sold.

River Wealth Advisors first reported a position in LVHD in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 50 funds tracked by Wall St. Rank hold LVHD as of Q1 2019.

River Wealth Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 52 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2019, an estimated $1K.
River Wealth Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $2K in Q3 2018.
50 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.