Tradewinds Capital Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Tradewinds Capital Management’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
2021 Q2	–	Sell	-1,428	Closed	-$50K	–	797
2021 Q1	$50K	Hold	1,428	–	–	0.01%	238
2020 Q4	$46K	Hold	1,428	–	–	0.01%	229
2020 Q3	$42K	Hold	1,428	–	–	0.01%	214
2020 Q2	$41K	Hold	1,428	–	–	0.01%	207
2020 Q1	$37K	Hold	1,428	–	–	0.01%	200
2019 Q4	$49K	Hold	1,428	–	–	0.02%	202
2019 Q3	$48K	Hold	1,428	–	–	0.02%	182
2019 Q2	$46K	Hold	1,428	–	–	0.02%	182
2019 Q1	$45K	Hold	1,428	–	–	0.02%	199
2018 Q4	$41K	Hold	1,428	–	–	0.02%	204
2018 Q3	$44K	Buy	+1,428	New	+$43.9K	0.02%	232

Other funds holding LVHD

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Tradewinds Capital Management's LVHD Position: Q2 2021 in Review

Tradewinds Capital Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2021, closing a stake of 1,428 shares — an estimated $50K sold.

Tradewinds Capital Management first reported a position in LVHD in Q3 2018 and held it in 11 quarters. The position peaked at $50K in Q1 2021. 74 funds tracked by Wall St. Rank hold LVHD as of Q2 2021.

Tradewinds Capital Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2021 after selling out during the quarter.
Tradewinds Capital Management sold 1,428 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2021, an estimated $50K.
Tradewinds Capital Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2018 and held it in 11 quarters.
Tradewinds Capital Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $50K in Q1 2021.
74 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2021.

Based on Tradewinds Capital Management's 13F filing for Q2 2021, filed 30 Jul 2021.