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

Atria Wealth Solutions’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 Q2	$497K	Buy	12,469 +10	+0.1%	+$395	0.01%	914
2025 Q1	$510K	Sell	12,459 -220	-2%	-$8.7K	0.01%	1191
2024 Q4	$487K	Buy	12,679 +425	+3%	+$17K	0.01%	1295
2024 Q3	$499K	Sell	12,254 -1,250	-9%	-$48.3K	0.01%	1250
2024 Q2	$484K	Sell	13,504 -2,721	-17%	-$98K	0.01%	1255
2024 Q1	$598K	Buy	16,225 +234	+1%	+$8.35K	0.01%	1178
2023 Q4	$582K	Sell	15,991 -2,687	-14%	-$92.7K	0.01%	1133
2023 Q3	$633K	Sell	18,678 -5,546	-23%	-$201K	0.01%	1024
2023 Q2	$888K	Buy	24,224 +8,687	+56%	+$319K	0.01%	888
2023 Q1	$579K	Buy	15,537 +5,959	+62%	+$224K	0.01%	1045
2022 Q4	$367K	Buy	+9,578	New	+$354K	0.01%	1248

Other funds holding LVHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AAS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's LVHD Position: Q2 2025 in Review

Atria Wealth Solutions increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 0.08% in Q2 2025, buying an estimated $395 and bringing the position to 12,469 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #914.

Atria Wealth Solutions first reported a position in LVHD in Q4 2022 and has held it in 11 quarters since. The position peaked at $888K in Q2 2023. 99 funds tracked by Wall St. Rank hold LVHD as of Q2 2025.

Atria Wealth Solutions held 12,469 shares of Franklin US Low Volatility High Dividend Index ETF worth $497K as of Q2 2025.
Atria Wealth Solutions bought 10 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2025, an estimated $395.
Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #914 holding.
Atria Wealth Solutions first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Franklin US Low Volatility High Dividend Index ETF position peaked at $888K in Q2 2023.
99 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.