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Sutton Wealth Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$276 Hold
10
– – ﹤0.01% 829
2023
Q2 		$272 Buy
+10
New +$273 ﹤0.01% 822

Other funds holding LVHI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sutton Wealth Advisors's LVHI Position: Q3 2023 in Review

Sutton Wealth Advisors held its Franklin International Low Volatility High Dividend Index ETF (LVHI) position steady in Q3 2023 at 10 shares worth $276. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Sutton Wealth Advisors first reported a position in LVHI in Q2 2023 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold LVHI as of Q3 2023.

  • Sutton Wealth Advisors held 10 shares of Franklin International Low Volatility High Dividend Index ETF worth $276 as of Q3 2023.
  • Sutton Wealth Advisors left its Franklin International Low Volatility High Dividend Index ETF share count unchanged in Q3 2023.
  • Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #829 holding.
  • Sutton Wealth Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2023 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.