AWM
LVHD icon

AE Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

AE Wealth 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
2026
Q1 		$14K Sell
330
-3,512
-91% -$149K ﹤0.01% 2210
2025
Q4 		$153K Sell
3,842
-250
-6% -$10.1K ﹤0.01% 1583
2025
Q3 		$169K Buy
+4,092
New +$167K ﹤0.01% 1438
2025
Q1 		– Sell
-8
Closed -$307 – 2230
2024
Q4 		$307 Buy
+8
New +$321 ﹤0.01% 2093

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AE Wealth Management's LVHD Position: Q1 2026 in Review

AE Wealth Management reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 91% in Q1 2026, selling an estimated $149K and leaving 330 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

AE Wealth Management first reported a position in LVHD in Q4 2024 and has held it in 4 quarters since. The position peaked at $169K in Q3 2025. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • AE Wealth Management held 330 shares of Franklin US Low Volatility High Dividend Index ETF worth $14K as of Q1 2026.
  • AE Wealth Management sold 3,512 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $149K.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2210 holding.
  • AE Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 4 quarters since.
  • AE Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $169K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.