CX Institutional’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

CX Institutional’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 Q3	$1.09M	Buy	26,424 +227	+0.9%	+$10K	0.03%	327
2026 Q2	$1.15M	Buy	26,197 +198	+0.8%	+$8.51K	0.03%	316
2026 Q1	$1.11M	Sell	25,999 -259	-1%	-$11K	0.03%	325
2025 Q4	$1.05M	Sell	26,258 -373	-1%	-$15.1K	0.03%	281
2025 Q3	$1.1M	Hold	26,631	–	–	0.03%	292
2025 Q2	$1.06M	Hold	26,631	–	–	0.04%	261
2025 Q1	$1.09M	Hold	26,631	–	–	0.04%	258
2024 Q4	$1.02M	Hold	26,631	–	–	0.04%	257
2024 Q3	$1.08M	Hold	26,631	–	–	0.05%	275
2024 Q2	$954K	Hold	26,631	–	–	0.04%	287
2024 Q1	$981K	Sell	26,631 -299	-1%	-$10.7K	0.05%	286
2023 Q4	$979K	Sell	26,930 -231	-0.9%	-$7.97K	0.05%	261
2023 Q3	$920K	Hold	27,161	–	–	0.05%	263
2023 Q2	$996K	Sell	27,161 -10,091	-27%	-$370K	0.05%	280
2023 Q1	$1.39M	Sell	37,252 -167,675	-82%	-$6.3M	0.07%	254
2022 Q4	$7.8M	Buy	204,927 +5,937	+3%	+$220K	0.47%	51
2022 Q3	$6.8M	Buy	198,990 +13,952	+8%	+$530K	0.47%	55
2022 Q2	$6.97M	Buy	185,038 +56,550	+44%	+$2.2M	0.53%	44
2022 Q1	$5.1M	Sell	128,488 -53,485	-29%	-$2.08M	0.41%	62
2021 Q4	$7.29M	Buy	181,973 +4,146	+2%	+$157K	0.58%	42
2021 Q3	$6.4M	Buy	177,827 +25,805	+17%	+$961K	0.52%	50
2021 Q2	$5.55M	Sell	152,022 -8,159	-5%	-$298K	0.46%	57
2021 Q1	$5.6M	Sell	160,181 -37,447	-19%	-$1.24M	0.5%	53
2020 Q4	$6.41M	Sell	197,628 -19,442	-9%	-$612K	0.62%	41
2020 Q3	$6.43M	Buy	217,070 +179,104	+472%	+$5.29M	0.69%	39
2020 Q2	$1.09M	Sell	37,966 -800	-2%	-$22.4K	0.14%	146
2020 Q1	$999K	Sell	38,766 -460,375	-92%	-$14.5M	0.16%	135
2019 Q4	$17M	Buy	499,141 +50,961	+11%	+$1.71M	2.97%	5
2019 Q3	$15.1M	Buy	448,180 +14,835	+3%	+$483K	2.43%	5
2019 Q2	$13.9M	Buy	433,345 +127,009	+41%	+$4.04M	2.21%	8
2019 Q1	$9.7M	Sell	306,336 -191,685	-38%	-$5.9M	1.72%	14
2018 Q4	$14.3M	Buy	498,021 +317,904	+176%	+$9.7M	3.02%	3
2018 Q3	$5.52M	Buy	180,117 +8,585	+5%	+$264K	1.82%	14
2018 Q2	$5.12M	Buy	+171,532	New	+$5.06M	1.89%	14

Other funds holding LVHD

Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's LVHD Position: Q3 2026 in Review

CX Institutional increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 0.87% in Q3 2026, buying an estimated $10K and bringing the position to 26,424 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #327.

CX Institutional first reported a position in LVHD in Q2 2018 and has held it in 34 quarters since. The position peaked at $17M in Q4 2019. 32 funds tracked by Wall St. Rank hold LVHD as of Q3 2026.

CX Institutional held 26,424 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.09M as of Q3 2026.
CX Institutional bought 227 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2026, an estimated $10K.
Franklin US Low Volatility High Dividend Index ETF made up 0.03% of CX Institutional's portfolio in Q3 2026, its #327 holding.
CX Institutional first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2018 and has held it in 34 quarters since.
CX Institutional's Franklin US Low Volatility High Dividend Index ETF position peaked at $17M in Q4 2019.
32 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.