Financial Engines Advisors
LVHD icon

Financial Engines Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Financial Engines 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
Q2 		$16.7M Sell
379,995
-587,231
-61% -$25.2M 0.03% 90
2026
Q1 		$41.2M Sell
967,226
-32,748
-3% -$1.39M 0.08% 58
2025
Q4 		$39.9M Sell
999,974
-23,882
-2% -$967K 0.08% 59
2025
Q3 		$42.3M Sell
1,023,856
-34,963
-3% -$1.43M 0.08% 60
2025
Q2 		$42.2M Sell
1,058,819
-63,941
-6% -$2.53M 0.08% 54
2025
Q1 		$46M Sell
1,122,760
-472
-0% -$18.7K 0.1% 53
2024
Q4 		$43.1M Sell
1,123,232
-15,718
-1% -$630K 0.09% 53
2024
Q3 		$46.4M Sell
1,138,950
-16,923
-1% -$654K 0.1% 51
2024
Q2 		$41.4M Sell
1,155,873
-30,835
-3% -$1.11M 0.09% 51
2024
Q1 		$43.7M Sell
1,186,708
-1,212
-0.1% -$43.2K 0.1% 50
2023
Q4 		$43.4M Sell
1,187,920
-4,774
-0.4% -$165K 0.1% 49
2023
Q3 		$40.4M Sell
1,192,694
-19,277
-2% -$700K 0.11% 50
2023
Q2 		$44.4M Sell
1,211,971
-25,905
-2% -$951K 0.11% 50
2023
Q1 		$46.1M Sell
1,237,876
-36,289
-3% -$1.36M 0.12% 50
2022
Q4 		$48.8M Sell
1,274,165
-44,771
-3% -$1.66M 0.14% 54
2022
Q3 		$45.1M Sell
1,318,936
-59,141
-4% -$2.25M 0.15% 50
2022
Q2 		$51.9M Sell
1,378,077
-57,326
-4% -$2.23M 0.16% 50
2022
Q1 		$57M Sell
1,435,403
-894,181
-38% -$34.9M 0.15% 47
2021
Q4 		$93.8M Sell
2,329,584
-26,244
-1% -$993K 0.25% 39
2021
Q3 		$84.8M Sell
2,355,828
-94,821
-4% -$3.53M 0.25% 41
2021
Q2 		$89.4M Sell
2,450,649
-69,323
-3% -$2.53M 0.26% 41
2021
Q1 		$88.1M Sell
2,519,972
-142,563
-5% -$4.74M 0.28% 40
2020
Q4 		$86.9M Sell
2,662,535
-244,699
-8% -$7.7M 0.3% 42
2020
Q3 		$86.1M Sell
2,907,234
-127,233
-4% -$3.76M 0.34% 40
2020
Q2 		$87.3M Sell
3,034,467
-21,967
-0.7% -$615K 0.38% 39
2020
Q1 		$78.8M Sell
3,056,434
-1,344,561
-31% -$42.4M 0.42% 32
2019
Q4 		$151M Sell
4,400,995
-118,068
-3% -$3.96M 0.73% 21
2019
Q3 		$152M Buy
4,519,063
+40,971
+0.9% +$1.33M 0.82% 20
2019
Q2 		$144M Sell
4,478,092
-118,719
-3% -$3.77M 0.84% 20
2019
Q1 		$146M Buy
4,596,811
+126,213
+3% +$3.88M 0.8% 19
2018
Q4 		$128M Buy
+4,470,598
New +$136M 0.89% 20

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Engines Advisors's LVHD Position: Q2 2026 in Review

Financial Engines Advisors reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 61% in Q2 2026, selling an estimated $25.2M and leaving 379,995 shares worth $16.7M. The position accounts for 0.03% of the portfolio, ranked #90.

Financial Engines Advisors first reported a position in LVHD in Q4 2018 and has held it in 31 quarters since. The position peaked at $152M in Q3 2019. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • Financial Engines Advisors held 379,995 shares of Franklin US Low Volatility High Dividend Index ETF worth $16.7M as of Q2 2026.
  • Financial Engines Advisors sold 587,231 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $25.2M.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.03% of Financial Engines Advisors's portfolio in Q2 2026, its #90 holding.
  • Financial Engines Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2018 and has held it in 31 quarters since.
  • Financial Engines Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $152M in Q3 2019.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.