Farther Finance Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Farther Finance Advisors’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 Q3	$2.53M	Sell	60,590 -13,388	-18%	-$567K	0.02%	669
2026 Q2	$3M	Buy	73,978 +34,661	+88%	+$1.42M	0.02%	565
2026 Q1	$1.6M	Buy	39,317 +2,907	+8%	+$114K	0.02%	747
2025 Q4	$1.34M	Buy	36,410 +26,718	+276%	+$962K	0.01%	753
2025 Q3	$337K	Sell	9,692 -1,271	-12%	-$43.2K	0.01%	1316
2025 Q2	$357K	Buy	10,963 +263	+2%	+$8.44K	0.01%	1089
2025 Q1	$347K	Buy	10,700 +801	+8%	+$25.4K	0.01%	962
2024 Q4	$302K	Sell	9,899 -6,985	-41%	-$216K	0.01%	804
2024 Q3	$525K	Buy	+16,884	New	+$514K	0.02%	573

Other funds holding LVHI

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Farther Finance Advisors's LVHI Position: Q3 2026 in Review

Farther Finance Advisors reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 18% in Q3 2026, selling an estimated $567K and leaving 60,590 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #669.

Farther Finance Advisors first reported a position in LVHI in Q3 2024 and has held it in 9 quarters since. The position peaked at $3M in Q2 2026. 47 funds tracked by Wall St. Rank hold LVHI as of Q3 2026.

Farther Finance Advisors held 60,590 shares of Franklin International Low Volatility High Dividend Index ETF worth $2.53M as of Q3 2026.
Farther Finance Advisors sold 13,388 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2026, an estimated $567K.
Franklin International Low Volatility High Dividend Index ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #669 holding.
Farther Finance Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $3M in Q2 2026.
47 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.