Empirical Asset Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$240K Sell
5,932
-774
-12% -$30.4K 0.06% 332
2025
Q4
$247K Sell
6,706
-10,802
-62% -$389K 0.07% 286
2025
Q3
$608K Sell
17,508
-19,716
-53% -$671K 0.17% 192
2025
Q2
$1.21M Buy
37,224
+537
+1% +$17.2K 0.37% 72
2025
Q1
$1.19M Buy
36,687
+807
+2% +$25.6K 0.4% 61
2024
Q4
$1.1M Sell
35,880
-1,065
-3% -$33K 0.36% 78
2024
Q3
$1.15M Buy
36,945
+24,068
+187% +$732K 0.41% 71
2024
Q2
$382K Buy
+12,877
New +$385K 0.14% 209

Other funds holding LVHI

Empirical Asset Management's LVHI Position: Q1 2026 in Review

Empirical Asset Management reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 12% in Q1 2026, selling an estimated $30.4K and leaving 5,932 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #332.

Empirical Asset Management first reported a position in LVHI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q2 2025. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Empirical Asset Management held 5,932 shares of Franklin International Low Volatility High Dividend Index ETF worth $240K as of Q1 2026.
  • Empirical Asset Management sold 774 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $30.4K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.06% of Empirical Asset Management's portfolio in Q1 2026, its #332 holding.
  • Empirical Asset Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2024 and has held it in 8 quarters since.
  • Empirical Asset Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $1.21M in Q2 2025.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.