Atria Investments’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Atria Investments’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	$346K	Sell	8,130 -86	-1%	-$3.66K	﹤0.01%	1661
2025 Q4	$328K	Buy	8,216 +1,548	+23%	+$62.7K	﹤0.01%	1691
2025 Q3	$276K	Buy	6,668 +266	+4%	+$10.8K	﹤0.01%	1767
2025 Q2	$255K	Buy	6,402 +1,293	+25%	+$51.1K	﹤0.01%	1788
2025 Q1	$209K	Buy	+5,109	New	+$202K	﹤0.01%	1807
2024 Q1	–	Sell	-59,240	Closed	-$2.15M	–	993
2023 Q4	$2.15M	Buy	59,240 +9,694	+20%	+$334K	0.03%	569
2023 Q3	$1.68M	Buy	+49,546	New	+$1.8M	0.03%	641

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

Atria Investments's LVHD Position: Q1 2026 in Review

Atria Investments reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 1% in Q1 2026, selling an estimated $3.66K and leaving 8,130 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Atria Investments first reported a position in LVHD in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.15M in Q4 2023. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

Atria Investments held 8,130 shares of Franklin US Low Volatility High Dividend Index ETF worth $346K as of Q1 2026.
Atria Investments sold 86 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $3.66K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1661 holding.
Atria Investments first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2023 and has held it in 7 quarters since.
Atria Investments's Franklin US Low Volatility High Dividend Index ETF position peaked at $2.15M in Q4 2023.
116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.