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Advantage Trust Company’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Advantage Trust Company’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
2026
Q2 		$16.9K Buy
+383
New +$16.5K 0.01% 158
2025
Q4 		– Sell
-383
Closed -$15.8K – 162
2025
Q3 		$15.8K Hold
383
– – 0.01% 154
2025
Q2 		$15.3K Buy
+383
New +$15.1K 0.01% 172

Other funds holding LVHD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advantage Trust Company's LVHD Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2026: 383 shares worth $16.9K. The stake represents 0.01% of the portfolio and ranks #158 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in LVHD as recently as Q3 2025.

Advantage Trust Company first reported a position in LVHD in Q2 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • Advantage Trust Company held 383 shares of Franklin US Low Volatility High Dividend Index ETF worth $16.9K as of Q2 2026.
  • Franklin US Low Volatility High Dividend Index ETF was a new Advantage Trust Company position in Q2 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #158 holding.
  • Advantage Trust Company first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.