Arax Advisory Partners’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Arax Advisory Partners’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	$99.2K	Buy	2,332 +25	+1%	+$1.06K	﹤0.01%	1384
2025 Q4	$92K	Sell	2,307 -2,484	-52%	-$101K	﹤0.01%	1365
2025 Q3	$253K	Buy	4,791 +2,522	+111%	+$103K	﹤0.01%	1154
2025 Q2	$90.4K	Buy	2,269 +15	+0.7%	+$593	﹤0.01%	975
2025 Q1	$92.4K	Buy	2,254 +23	+1%	+$909	0.01%	749
2024 Q4	$85.6K	Buy	2,231 +21	+1%	+$842	0.01%	728
2024 Q3	$90K	Buy	2,210 +21	+1%	+$811	0.01%	528
2024 Q2	$78.4K	Buy	2,189 +24	+1%	+$864	0.01%	526
2024 Q1	$79.8K	Buy	2,165 +21	+1%	+$749	0.01%	419
2023 Q4	$77.9K	Buy	2,144 +24	+1%	+$828	0.01%	411
2023 Q3	$71.8K	Buy	2,120 +21	+1%	+$762	0.01%	408
2023 Q2	$77K	Buy	2,099 +16	+0.8%	+$587	0.01%	388
2023 Q1	$77.7K	Buy	2,083 +18	+0.9%	+$676	0.01%	387
2022 Q4	$78.6K	Buy	2,065 +18	+0.9%	+$666	0.01%	371
2022 Q3	$70K	Buy	2,047 +16	+0.8%	+$608	0.01%	373
2022 Q2	$77K	Buy	2,031 +6	+0.3%	+$233	0.01%	353
2022 Q1	$80K	Buy	2,025 +14	+0.7%	+$546	0.01%	377
2021 Q4	$81K	Buy	2,011 +12	+0.6%	+$454	0.01%	375
2021 Q3	$72K	Buy	1,999 +13	+0.7%	+$484	0.01%	400
2021 Q2	$72K	Buy	+1,986	New	+$72.4K	0.01%	408
2020 Q4	$63K	Buy	1,957 +18	+0.9%	+$566	0.01%	376
2020 Q3	$57K	Buy	1,939 +18	+0.9%	+$532	0.01%	359
2020 Q2	$55K	Buy	1,921 +6	+0.3%	+$168	0.01%	350
2020 Q1	$49K	Buy	+1,915	New	+$60.4K	0.01%	347

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

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

Arax Advisory Partners's LVHD Position: Q1 2026 in Review

Arax Advisory Partners increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 1.1% in Q1 2026, buying an estimated $1.06K and bringing the position to 2,332 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Arax Advisory Partners first reported a position in LVHD in Q1 2020 and has held it in 24 quarters since. The position peaked at $253K in Q3 2025. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

Arax Advisory Partners held 2,332 shares of Franklin US Low Volatility High Dividend Index ETF worth $99.2K as of Q1 2026.
Arax Advisory Partners bought 25 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $1.06K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1384 holding.
Arax Advisory Partners first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2020 and has held it in 24 quarters since.
Arax Advisory Partners's Franklin US Low Volatility High Dividend Index ETF position peaked at $253K 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 Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.