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Atria Wealth Solutions’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Atria Wealth Solutions’s Portfolio LVHI Stock Details LVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.97M Sell
183,473
-34,541
-16% -$1.11M 0.14% 179
2025
Q1 		$7.06M Buy
218,014
+16,040
+8% +$509K 0.08% 250
2024
Q4 		$6.16M Buy
201,974
+39,173
+24% +$1.21M 0.07% 299
2024
Q3 		$5.06M Buy
162,801
+19,995
+14% +$608K 0.05% 348
2024
Q2 		$4.23M Buy
142,806
+4,153
+3% +$124K 0.05% 379
2024
Q1 		$4.13M Buy
138,653
+1,938
+1% +$55K 0.05% 391
2023
Q4 		$3.78M Buy
136,715
+9,377
+7% +$257K 0.05% 382
2023
Q3 		$3.47M Sell
127,338
-18,825
-13% -$514K 0.05% 391
2023
Q2 		$3.97M Buy
146,163
+51,983
+55% +$1.42M 0.05% 349
2023
Q1 		$2.55M Buy
94,180
+24,179
+35% +$645K 0.04% 457
2022
Q4 		$1.79M Buy
70,001
+18,146
+35% +$465K 0.03% 556
2022
Q3 		$1.25M Buy
51,855
+3,070
+6% +$78.9K 0.02% 638
2022
Q2 		$1.25M Buy
48,785
+4,638
+11% +$125K 0.02% 609
2022
Q1 		$1.19M Buy
+44,147
New +$1.19M 0.02% 661

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 16% in Q2 2025, selling an estimated $1.11M and leaving 183,473 shares worth $5.97M. The position accounts for 0.14% of the portfolio, ranked #179.

Atria Wealth Solutions first reported a position in LVHI in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.06M in Q1 2025. 232 funds tracked by Wall St. Rank hold LVHI as of Q2 2025.

  • Atria Wealth Solutions held 183,473 shares of Franklin International Low Volatility High Dividend Index ETF worth $5.97M as of Q2 2025.
  • Atria Wealth Solutions sold 34,541 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2025, an estimated $1.11M.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #179 holding.
  • Atria Wealth Solutions first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Franklin International Low Volatility High Dividend Index ETF position peaked at $7.06M in Q1 2025.
  • 232 funds tracked by Wall St. Rank held Franklin International 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.