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

Summit Financial 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
Q4 		– Sell
-15,000
Closed -$499K – 146
2019
Q3 		$499K Buy
15,000
+7,500
+100% +$244K 0.12% 94
2019
Q2 		$241K Buy
+7,500
New +$238K 0.06% 134

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Summit Financial Wealth Advisors's LVHD Position: Q4 2019 in Review

Summit Financial Wealth Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2019, closing a stake of 15,000 shares — an estimated $499K sold.

Summit Financial Wealth Advisors first reported a position in LVHD in Q2 2019 and held it in 2 quarters. The position peaked at $499K in Q3 2019. 79 funds tracked by Wall St. Rank hold LVHD as of Q4 2019.

  • Summit Financial Wealth Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2019 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 15,000 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2019, an estimated $499K.
  • Summit Financial Wealth Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2019 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $499K in Q3 2019.
  • 79 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2019.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.