Sowell Financial Services’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-528	Closed	-$14K	–	1790
2021 Q1	$14K	Sell	528 -402	-43%	-$9.75K	﹤0.01%	2193
2020 Q4	$22K	Sell	930 -994	-52%	-$22.7K	﹤0.01%	1703
2020 Q3	$42K	Buy	1,924 +3	+0.2%	+$67	﹤0.01%	1275
2020 Q2	$42K	Sell	1,921 -3,857	-67%	-$82.5K	﹤0.01%	1212
2020 Q1	$119K	Buy	5,778 +3,004	+108%	+$74.9K	0.01%	795
2019 Q4	$74K	Buy	+2,774	New	+$75.3K	0.01%	998

Other funds holding LVHI

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

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sowell Financial Services's LVHI Position: Q2 2021 in Review

Sowell Financial Services sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2021, closing a stake of 528 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in LVHI in Q4 2019 and held it in 6 quarters. The position peaked at $119K in Q1 2020. 21 funds tracked by Wall St. Rank hold LVHI as of Q2 2021.

Sowell Financial Services reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 528 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2021, an estimated $14K.
Sowell Financial Services first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2019 and held it in 6 quarters.
Sowell Financial Services's Franklin International Low Volatility High Dividend Index ETF position peaked at $119K in Q1 2020.
21 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.