Strategic Blueprint’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Strategic Blueprint’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
2023 Q1	–	Sell	-5,738	Closed	-$218K	–	539
2022 Q4	$218K	Buy	+5,738	New	+$212K	0.03%	470
2022 Q3	–	Sell	-5,806	Closed	-$219K	–	513
2022 Q2	$219K	Sell	5,806 -261	-4%	-$10.1K	0.03%	450
2022 Q1	$241K	Hold	6,067	–	–	0.03%	434
2021 Q4	$243K	Sell	6,067 -180	-3%	-$6.81K	0.03%	420
2021 Q3	$225K	Hold	6,247	–	–	0.03%	372
2021 Q2	$228K	Sell	6,247 -116	-2%	-$4.23K	0.04%	353
2021 Q1	$222K	Sell	6,363 -88	-1%	-$2.93K	0.05%	278
2020 Q4	$209K	Buy	+6,451	New	+$203K	0.05%	230
2020 Q3	–	Sell	-22,646	Closed	-$652K	–	221
2020 Q2	$652K	Sell	22,646 -12,683	-36%	-$355K	0.23%	86
2020 Q1	$910K	Buy	+35,329	New	+$1.11M	0.53%	57

Other funds holding LVHD

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Blueprint's LVHD Position: Q1 2023 in Review

Strategic Blueprint sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2023, closing a stake of 5,738 shares — an estimated $218K sold.

Strategic Blueprint first reported a position in LVHD in Q1 2020 and held it in 10 quarters. The position peaked at $910K in Q1 2020. 104 funds tracked by Wall St. Rank hold LVHD as of Q1 2023.

Strategic Blueprint reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2023 after selling out during the quarter.
Strategic Blueprint sold 5,738 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2023, an estimated $218K.
Strategic Blueprint first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2020 and held it in 10 quarters.
Strategic Blueprint's Franklin US Low Volatility High Dividend Index ETF position peaked at $910K in Q1 2020.
104 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2023.

Based on Strategic Blueprint's 13F filing for Q1 2023, filed 28 Apr 2023.