Cambridge Investment Research Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Cambridge Investment Research 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 Q2	$1.46M	Sell	33,226 -554	-2%	-$23.8K	﹤0.01%	1947
2026 Q1	$1.44M	Sell	33,780 -708	-2%	-$30.1K	﹤0.01%	1864
2025 Q4	$1.38M	Sell	34,488 -3,421	-9%	-$139K	﹤0.01%	1850
2025 Q3	$1.57M	Buy	37,909 +18,900	+99%	+$771K	﹤0.01%	1696
2025 Q2	$758K	Sell	19,009 -17,863	-48%	-$706K	﹤0.01%	2171
2025 Q1	$1.51M	Sell	36,872 -3,254	-8%	-$129K	0.01%	1542
2024 Q4	$1.54M	Sell	40,126 -440	-1%	-$17.6K	0.01%	1548
2024 Q3	$1.65M	Buy	40,566 +14	+0%	+$541	0.01%	1496
2024 Q2	$1.45M	Sell	40,552 -1,096	-3%	-$39.5K	0.01%	1512
2024 Q1	$1.53M	Sell	41,648 -864	-2%	-$30.8K	0.01%	1433
2023 Q4	$1.54M	Sell	42,512 -324	-0.8%	-$11.2K	0.01%	1372
2023 Q3	$1.45M	Sell	42,836 -515	-1%	-$18.7K	0.01%	1341
2023 Q2	$1.59M	Sell	43,351 -13,372	-24%	-$491K	0.01%	1307
2023 Q1	$2.12M	Buy	56,723 +14,663	+35%	+$551K	0.01%	1095
2022 Q4	$1.6M	Buy	42,060 +1,818	+5%	+$67.3K	0.01%	1213
2022 Q3	$1.38M	Buy	40,242 +1,448	+4%	+$55K	0.01%	1269
2022 Q2	$1.46M	Sell	38,794 -2,063	-5%	-$80.2K	0.01%	1214
2022 Q1	$1.62M	Buy	40,857 +146	+0.4%	+$5.69K	0.01%	1269
2021 Q4	$1.63M	Buy	40,711 +1,293	+3%	+$48.9K	0.01%	1263
2021 Q3	$1.42M	Sell	39,418 -3	-0%	-$112	0.01%	1288
2021 Q2	$1.44M	Sell	39,421 -1,409	-3%	-$51.4K	0.01%	1303
2021 Q1	$1.43M	Buy	40,830 +1,532	+4%	+$50.9K	0.01%	1206
2020 Q4	$1.27M	Sell	39,298 -5,111	-12%	-$161K	0.01%	1161
2020 Q3	$1.31M	Buy	44,409 +15,990	+56%	+$473K	0.01%	1028
2020 Q2	$818K	Sell	28,419 -2,277	-7%	-$63.7K	0.01%	1252
2020 Q1	$791K	Sell	30,696 -25,365	-45%	-$800K	0.01%	1103
2019 Q4	$1.91M	Buy	56,061 +23,761	+74%	+$797K	0.01%	812
2019 Q3	$1.08M	Sell	32,300 -4,711	-13%	-$153K	0.01%	1019
2019 Q2	$1.19M	Sell	37,011 -7,197	-16%	-$229K	0.01%	942
2019 Q1	$1.41M	Sell	44,208 -1,923	-4%	-$59.2K	0.01%	868
2018 Q4	$1.32M	Buy	46,131 +6,042	+15%	+$183K	0.01%	807
2018 Q3	$1.23M	Sell	40,089 -3,164	-7%	-$97.2K	0.01%	918
2018 Q2	$1.29M	Sell	43,253 -14,813	-26%	-$437K	0.01%	846
2018 Q1	$1.72M	Sell	58,066 -12,904	-18%	-$394K	0.02%	679
2017 Q4	$2.24M	Buy	70,970 +2,541	+4%	+$79K	0.03%	553
2017 Q3	$2.07M	Buy	68,429 +3,747	+6%	+$113K	0.03%	525
2017 Q2	$1.94M	Buy	64,682 +2,681	+4%	+$80.5K	0.03%	535
2017 Q1	$1.84M	Buy	62,001 +4,892	+9%	+$144K	0.03%	468
2016 Q4	$1.63M	Buy	57,109 +8,109	+17%	+$226K	0.03%	495
2016 Q3	$1.37M	Buy	49,000 +7,823	+19%	+$222K	0.03%	553
2016 Q2	$1.17M	Buy	+41,177	New	+$1.12M	0.02%	540

Other funds holding LVHD

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Heffernan Advisory Flagstaff, Arizona $120M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's LVHD Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 1.6% in Q2 2026, selling an estimated $23.8K and leaving 33,226 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Cambridge Investment Research Advisors first reported a position in LVHD in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.24M in Q4 2017. 43 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Cambridge Investment Research Advisors held 33,226 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.46M as of Q2 2026.
Cambridge Investment Research Advisors sold 554 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $23.8K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1947 holding.
Cambridge Investment Research Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2016 and has held it in 41 quarters since.
Cambridge Investment Research Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $2.24M in Q4 2017.
43 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.