Fidelity Investments
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Fidelity Investments’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Fidelity Investments’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 		$67.3K Sell
1,581
-101
-6% -$4.3K ﹤0.01% 3978
2025
Q4 		$67.1K Sell
1,682
-107
-6% -$4.33K ﹤0.01% 3955
2025
Q3 		$74K Sell
1,789
-14
-0.8% -$571 ﹤0.01% 3792
2025
Q2 		$71.9K Buy
1,803
+373
+26% +$14.7K ﹤0.01% 3742
2025
Q1 		$58.6K Sell
1,430
-101
-7% -$3.99K ﹤0.01% 3791
2024
Q4 		$58.7K Sell
1,531
-431
-22% -$17.3K ﹤0.01% 3772
2024
Q3 		$79.9K Buy
1,962
+525
+37% +$20.3K ﹤0.01% 3571
2024
Q2 		$51.5K Buy
1,437
+160
+13% +$5.76K ﹤0.01% 3605
2024
Q1 		$47K Buy
1,277
+292
+30% +$10.4K ﹤0.01% 3615
2023
Q4 		$35.8K Sell
985
-1
-0.1% -$35 ﹤0.01% 3677
2023
Q3 		$33.4K Sell
986
-320
-25% -$11.6K ﹤0.01% 3552
2023
Q2 		$47.9K Sell
1,306
-89
-6% -$3.27K ﹤0.01% 3454
2023
Q1 		$52K Sell
1,395
-174
-11% -$6.54K ﹤0.01% 3435
2022
Q4 		$59.7K Sell
1,569
-275
-15% -$10.2K ﹤0.01% 3383
2022
Q3 		$63K Buy
1,844
+1,300
+239% +$49.4K ﹤0.01% 3410
2022
Q2 		$20K Sell
544
-111
-17% -$4.32K ﹤0.01% 3882
2022
Q1 		$26K Hold
655
– – ﹤0.01% 3917
2021
Q4 		$26K Sell
655
-307
-32% -$11.6K ﹤0.01% 3392
2021
Q3 		$35K Buy
962
+559
+139% +$20.8K ﹤0.01% 3295
2021
Q2 		$15K Buy
403
+384
+2,021% +$14K ﹤0.01% 3453
2021
Q1 		$1K Buy
19
+17
+850% +$565 ﹤0.01% 3859
2020
Q4 		$0 Buy
+2
New +$63 ﹤0.01% 4110
2020
Q3 		– Sell
-1,492
Closed -$43K – 3866
2020
Q2 		$43K Buy
1,492
+975
+189% +$27.3K ﹤0.01% 2834
2020
Q1 		$13K Buy
+517
New +$16.3K ﹤0.01% 3055

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
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

Fidelity Investments's LVHD Position: Q1 2026 in Review

Fidelity Investments reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 6% in Q1 2026, selling an estimated $4.3K and leaving 1,581 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3978.

Fidelity Investments first reported a position in LVHD in Q1 2020 and has held it in 24 quarters since. The position peaked at $79.9K in Q3 2024. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • Fidelity Investments held 1,581 shares of Franklin US Low Volatility High Dividend Index ETF worth $67.3K as of Q1 2026.
  • Fidelity Investments sold 101 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $4.3K.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3978 holding.
  • Fidelity Investments first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2020 and has held it in 24 quarters since.
  • Fidelity Investments's Franklin US Low Volatility High Dividend Index ETF position peaked at $79.9K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.