Citadel Advisors
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Citadel Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Citadel 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
Q1 		– Sell
-11,687
Closed -$466K – 13693
2025
Q4 		$466K Sell
11,687
-13,703
-54% -$555K ﹤0.01% 9192
2025
Q3 		$1.05M Buy
+25,390
New +$1.04M ﹤0.01% 7438
2025
Q1 		– Sell
-16,235
Closed -$623K – 15135
2024
Q4 		$623K Sell
16,235
-28,386
-64% -$1.14M ﹤0.01% 8065
2024
Q3 		$1.82M Buy
44,621
+17,862
+67% +$690K ﹤0.01% 5724
2024
Q2 		$959K Sell
26,759
-105,435
-80% -$3.8M ﹤0.01% 6671
2024
Q1 		$4.87M Buy
132,194
+102,688
+348% +$3.66M ﹤0.01% 3995
2023
Q4 		$1.07M Sell
29,506
-8,735
-23% -$301K ﹤0.01% 6531
2023
Q3 		$1.3M Buy
38,241
+32,411
+556% +$1.18M ﹤0.01% 6051
2023
Q2 		$214K Sell
5,830
-11,272
-66% -$414K ﹤0.01% 9734
2023
Q1 		$638K Buy
+17,102
New +$642K ﹤0.01% 7800
2022
Q2 		– Sell
-44,866
Closed -$1.78M – 13598
2022
Q1 		$1.78M Buy
+44,866
New +$1.75M ﹤0.01% 6346
2021
Q4 		– Sell
-34,153
Closed -$1.23M – 14351
2021
Q3 		$1.23M Sell
34,153
-12,372
-27% -$461K ﹤0.01% 7607
2021
Q2 		$1.7M Buy
46,525
+4,110
+10% +$150K ﹤0.01% 7002
2021
Q1 		$1.48M Sell
42,415
-5,435
-11% -$181K ﹤0.01% 7137
2020
Q4 		$1.55M Buy
47,850
+10,193
+27% +$321K ﹤0.01% 5904
2020
Q3 		$1.11M Buy
+37,657
New +$1.11M ﹤0.01% 5851
2020
Q2 		– Sell
-55,713
Closed -$1.44M – 10212
2020
Q1 		$1.44M Buy
55,713
+28,497
+105% +$899K ﹤0.01% 4700
2019
Q4 		$928K Buy
+27,216
New +$913K ﹤0.01% 5728
2018
Q4 		– Sell
-23,618
Closed -$722K – 9497
2018
Q3 		$722K Buy
23,618
+8,926
+61% +$274K ﹤0.01% 6110
2018
Q2 		$439K Buy
+14,692
New +$434K ﹤0.01% 6587
2017
Q4 		– Sell
-18,568
Closed -$562K – 8245
2017
Q3 		$562K Buy
+18,568
New +$559K ﹤0.01% 5153

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

Citadel Advisors's LVHD Position: Q1 2026 in Review

Citadel Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2026, closing a stake of 11,687 shares — an estimated $466K sold.

Citadel Advisors first reported a position in LVHD in Q3 2017 and held it in 21 quarters. The position peaked at $4.87M in Q1 2024. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • Citadel Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 11,687 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $466K.
  • Citadel Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2017 and held it in 21 quarters.
  • Citadel Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $4.87M in Q1 2024.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.