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EWA
EverSource Wealth Advisors’s
Franklin US Low Volatility High Dividend Index ETF
LVHD
Stock Holding History
EverSource Wealth Advisors’s Portfolio
LVHD Stock Details
LVHD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$7.02K
Hold
165
–
–
﹤0.01%
3102
2025
Q4
$6.58K
Hold
165
–
–
﹤0.01%
2997
2025
Q3
$6.82K
Hold
165
–
–
﹤0.01%
3007
2025
Q2
$6.58K
Hold
165
–
–
﹤0.01%
3040
2025
Q1
$6.76K
Hold
165
–
–
﹤0.01%
2345
2024
Q4
$6.33K
Hold
165
–
–
﹤0.01%
2241
2024
Q3
$6.72K
Hold
165
–
–
﹤0.01%
2090
2024
Q2
$6.35K
Hold
165
–
–
﹤0.01%
2121
2024
Q1
$5.92K
Hold
165
–
–
﹤0.01%
1966
2023
Q4
$6K
Hold
165
–
–
﹤0.01%
1785
2023
Q3
$5.59K
Sell
165
-750
-82%
-$27.2K
﹤0.01%
1667
2023
Q2
$33.6K
Sell
915
-950
-51%
-$34.9K
﹤0.01%
982
2023
Q1
$69.5K
Hold
1,865
–
–
0.01%
670
2022
Q4
$70.9K
Buy
+1,865
New
+$69K
0.01%
624
Other funds holding LVHD
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25.57%
1-Year Est. Return
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$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
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$666B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
SP
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Omaha, Nebraska
$414M AUM
14.63%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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