Aptus Capital Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Aptus Capital Advisors’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 Q1	–	Sell	-257	Closed	-$9.86K	–	1473
2024 Q4	$9.86K	Buy	+257	New	+$10.3K	﹤0.01%	1281

Other funds holding LVHD

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

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

PAG

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

Aptus Capital Advisors's LVHD Position: Q1 2025 in Review

Aptus Capital Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2025, closing a stake of 257 shares — an estimated $9.86K sold.

Aptus Capital Advisors first reported a position in LVHD in Q4 2024 and held it in 1 quarter. The position peaked at $9.86K in Q4 2024. 85 funds tracked by Wall St. Rank hold LVHD as of Q1 2025.

Aptus Capital Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2025 after selling out during the quarter.
Aptus Capital Advisors sold 257 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2025, an estimated $9.86K.
Aptus Capital Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2024 and held it in 1 quarter.
Aptus Capital Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $9.86K in Q4 2024.
85 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2025.

Based on Aptus Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.