Ameritas Advisory Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-3,787	Closed	-$157K	–	1627
2025 Q3	$157K	Sell	3,787 -43	-1%	-$1.75K	0.01%	685
2025 Q2	$153K	Buy	+3,830	New	+$151K	0.01%	822
2023 Q2	–	Sell	-580	Closed	-$21.6K	–	1707
2023 Q1	$21.6K	Buy	+580	New	+$21.8K	﹤0.01%	1601

Other funds holding LVHD

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameritas Advisory Services's LVHD Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2025, closing a stake of 3,787 shares — an estimated $157K sold.

Ameritas Advisory Services first reported a position in LVHD in Q1 2023 and held it in 3 quarters. The position peaked at $157K in Q3 2025. 107 funds tracked by Wall St. Rank hold LVHD as of Q4 2025.

Ameritas Advisory Services reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 3,787 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2025, an estimated $157K.
Ameritas Advisory Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $157K in Q3 2025.
107 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.