Farther Finance Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Farther Finance Advisors’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 Q1	$878K	Buy	20,663 +103	+0.5%	+$4.38K	0.01%	1053
2025 Q4	$820K	Buy	20,560 +9,668	+89%	+$392K	0.01%	1006
2025 Q3	$450K	Buy	10,892 +10,627	+4,010%	+$433K	0.01%	1133
2025 Q2	$10.6K	Buy	+265	New	+$10.5K	﹤0.01%	3055

Other funds holding LVHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $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

Sequent Planning 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

Farther Finance Advisors's LVHD Position: Q1 2026 in Review

Farther Finance Advisors increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 0.5% in Q1 2026, buying an estimated $4.38K and bringing the position to 20,663 shares worth $878K. The position accounts for 0.01% of the portfolio, ranked #1053.

Farther Finance Advisors first reported a position in LVHD in Q2 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

Farther Finance Advisors held 20,663 shares of Franklin US Low Volatility High Dividend Index ETF worth $878K as of Q1 2026.
Farther Finance Advisors bought 103 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $4.38K.
Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #1053 holding.
Farther Finance Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 4 quarters since.
116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.