Arkadios Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Arkadios Wealth 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
2026 Q1	$1.43M	Buy	33,564 +20,981	+167%	+$893K	0.02%	645
2025 Q4	$502K	Buy	12,583 +98	+0.8%	+$3.97K	0.01%	1006
2025 Q3	$516K	Sell	12,485 -85	-0.7%	-$3.47K	0.01%	922
2025 Q2	$501K	Sell	12,570 -2,033	-14%	-$80.4K	0.01%	841
2025 Q1	$598K	Buy	14,603 +4,132	+39%	+$163K	0.02%	640
2024 Q4	$402K	Buy	10,471 +1,073	+11%	+$43K	0.02%	631
2024 Q3	$383K	Buy	9,398 +1,802	+24%	+$69.6K	0.02%	640
2024 Q2	$272K	Buy	7,596 +66	+0.9%	+$2.38K	0.02%	663
2024 Q1	$277K	Sell	7,530 -1,631	-18%	-$58.2K	0.02%	561
2023 Q4	$333K	Buy	9,161 +86	+0.9%	+$2.97K	0.03%	484
2023 Q3	$307K	Buy	9,075 +46	+0.5%	+$1.67K	0.03%	477
2023 Q2	$331K	Sell	9,029 -1,198	-12%	-$44K	0.04%	418
2023 Q1	$381K	Sell	10,227 -741	-7%	-$27.8K	0.05%	369
2022 Q4	$417K	Sell	10,968 -252	-2%	-$9.33K	0.06%	320
2022 Q3	$383K	Buy	11,220 +5,780	+106%	+$220K	0.06%	327
2022 Q2	$205K	Sell	5,440 -149	-3%	-$5.79K	0.03%	504
2022 Q1	$222K	Sell	5,589 -20,230	-78%	-$789K	0.03%	507
2021 Q4	$1.03M	Sell	25,819 -1,358	-5%	-$51.4K	0.14%	173
2021 Q3	$978K	Sell	27,177 -1,239	-4%	-$46.1K	0.14%	168
2021 Q2	$1.04M	Buy	28,416 +26,975	+1,872%	+$984K	0.13%	192
2021 Q1	$50K	Buy	1,441 +610	+73%	+$20.3K	0.01%	692
2020 Q4	$26K	Buy	+831	New	+$26.1K	0.01%	687

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

Arkadios Wealth Advisors's LVHD Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 167% in Q1 2026, buying an estimated $893K and bringing the position to 33,564 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #645.

Arkadios Wealth Advisors first reported a position in LVHD in Q4 2020 and has held it in 22 quarters since. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

Arkadios Wealth Advisors held 33,564 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.43M as of Q1 2026.
Arkadios Wealth Advisors bought 20,981 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $893K.
Franklin US Low Volatility High Dividend Index ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #645 holding.
Arkadios Wealth Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2020 and has held it in 22 quarters since.
116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.