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D.A. Davidson & Co’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

D.A. Davidson & Co’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 		$224K Buy
5,096
+160
+3% +$6.88K ﹤0.01% 1493
2026
Q1 		$210K Buy
+4,936
New +$210K ﹤0.01% 1478

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

D.A. Davidson & Co's LVHD Position: Q2 2026 in Review

D.A. Davidson & Co increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 3.2% in Q2 2026, buying an estimated $6.88K and bringing the position to 5,096 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

D.A. Davidson & Co first reported a position in LVHD in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • D.A. Davidson & Co held 5,096 shares of Franklin US Low Volatility High Dividend Index ETF worth $224K as of Q2 2026.
  • D.A. Davidson & Co bought 160 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $6.88K.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1493 holding.
  • D.A. Davidson & Co first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.