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

Sound View 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 		$1.42M Buy
44,680
+3,119
+8% +$96K 0.45% 67
2018
Q4 		$1.19M Buy
+41,561
New +$1.26M 0.43% 67

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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Sound View Wealth Advisors's LVHD Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 7.5% in Q1 2019, buying an estimated $96K and bringing the position to 44,680 shares worth $1.42M. The position accounts for 0.45% of the portfolio, ranked #67.

Sound View Wealth Advisors first reported a position in LVHD in Q4 2018 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold LVHD as of Q1 2019.

  • Sound View Wealth Advisors held 44,680 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.42M as of Q1 2019.
  • Sound View Wealth Advisors bought 3,119 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2019, an estimated $96K.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.45% of Sound View Wealth Advisors's portfolio in Q1 2019, its #67 holding.
  • Sound View Wealth Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2018 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.