Cetera Investment Advisers
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Cetera Investment Advisers’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Cetera Investment Advisers’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 		$5.93M Sell
139,306
-29,883
-18% -$1.27M 0.01% 1393
2025
Q4 		$6.75M Buy
169,189
+3,748
+2% +$152K 0.01% 1261
2025
Q3 		$6.84M Buy
165,441
+117,781
+247% +$4.8M 0.01% 1196
2025
Q2 		$1.9M Sell
47,660
-4,750
-9% -$188K ﹤0.01% 1878
2025
Q1 		$2.15M Buy
52,410
+5,164
+11% +$204K ﹤0.01% 1697
2024
Q4 		$1.81M Sell
47,246
-13,909
-23% -$558K ﹤0.01% 1732
2024
Q3 		$2.49M Sell
61,155
-7,683
-11% -$297K 0.01% 1470
2024
Q2 		$2.47M Sell
68,838
-20,810
-23% -$749K 0.01% 1415
2024
Q1 		$3.3M Buy
89,648
+56,465
+170% +$2.01M 0.01% 1221
2023
Q4 		$1.21M Sell
33,183
-6,641
-17% -$229K 0.01% 996
2023
Q3 		$1.35M Sell
39,824
-87,365
-69% -$3.17M 0.01% 919
2023
Q2 		$4.66M Buy
127,189
+17,242
+16% +$633K 0.04% 431
2023
Q1 		$4.1M Buy
109,947
+87,351
+387% +$3.28M 0.04% 461
2022
Q4 		$860K Buy
22,596
+15,567
+221% +$576K 0.01% 1062
2022
Q3 		$240K Buy
7,029
+1,152
+20% +$43.8K ﹤0.01% 1409
2022
Q2 		$221K Sell
5,877
-916
-13% -$35.6K ﹤0.01% 1610
2022
Q1 		$270K Hold
6,793
– – ﹤0.01% 1538
2021
Q4 		$272K Buy
+6,793
New +$257K ﹤0.01% 1548
2021
Q3 		– Sell
-5,508
Closed -$201K – 1840
2021
Q2 		$201K Buy
+5,508
New +$201K ﹤0.01% 1673

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers's LVHD Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 18% in Q1 2026, selling an estimated $1.27M and leaving 139,306 shares worth $5.93M. The position accounts for 0.01% of the portfolio, ranked #1393.

Cetera Investment Advisers first reported a position in LVHD in Q2 2021 and has held it in 19 quarters since. The position peaked at $6.84M in Q3 2025. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • Cetera Investment Advisers held 139,306 shares of Franklin US Low Volatility High Dividend Index ETF worth $5.93M as of Q1 2026.
  • Cetera Investment Advisers sold 29,883 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $1.27M.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1393 holding.
  • Cetera Investment Advisers first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2021 and has held it in 19 quarters since.
  • Cetera Investment Advisers's Franklin US Low Volatility High Dividend Index ETF position peaked at $6.84M in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.