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
2026 Q2	$171K	Buy	+3,894	New	+$167K	﹤0.01%	1106
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ameritas Advisory Services's LVHD Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2026: 3,894 shares worth $171K. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in LVHD as recently as Q3 2025.

Ameritas Advisory Services first reported a position in LVHD in Q1 2023 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Ameritas Advisory Services held 3,894 shares of Franklin US Low Volatility High Dividend Index ETF worth $171K as of Q2 2026.
Franklin US Low Volatility High Dividend Index ETF was a new Ameritas Advisory Services position in Q2 2026.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1106 holding.
Ameritas Advisory Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2023 and has held it in 4 quarters since.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.