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Envision Financial Transparency’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Envision Financial Transparency’s Portfolio LVHI Stock Details LVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.04M Buy
+99,656
New +$3.92M 3.93% 5

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envision Financial Transparency's LVHI Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2026: 99,656 shares worth $4.04M. The stake represents 3.93% of the portfolio and ranks #5 among its holdings.

296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Envision Financial Transparency held 99,656 shares of Franklin International Low Volatility High Dividend Index ETF worth $4.04M as of Q1 2026.
  • Franklin International Low Volatility High Dividend Index ETF was a new Envision Financial Transparency position in Q1 2026.
  • Franklin International Low Volatility High Dividend Index ETF made up 3.93% of Envision Financial Transparency's portfolio in Q1 2026, its #5 holding.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.