Atomi Financial Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Atomi Financial Group’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	$368K	Buy	+8,651	New	+$368K	0.01%	842

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

Atomi Financial Group's LVHD Position: Q1 2026 in Review

Atomi Financial Group opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2026: 8,651 shares worth $368K. The stake represents 0.01% of the portfolio and ranks #842 among its holdings.

116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

Atomi Financial Group held 8,651 shares of Franklin US Low Volatility High Dividend Index ETF worth $368K as of Q1 2026.
Franklin US Low Volatility High Dividend Index ETF was a new Atomi Financial Group position in Q1 2026.
Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #842 holding.
116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.