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

Florida Financial 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 		– Sell
-5,409
Closed -$230K – 379
2026
Q1 		$230K Buy
+5,409
New +$230K 0.06% 292

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

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

Florida Financial Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2026, closing a stake of 5,409 shares — an estimated $230K sold.

Florida Financial Advisors first reported a position in LVHD in Q1 2026 and held it in 1 quarter. The position peaked at $230K in Q1 2026. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • Florida Financial Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2026 after selling out during the quarter.
  • Florida Financial Advisors sold 5,409 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $230K.
  • Florida Financial Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2026 and held it in 1 quarter.
  • Florida Financial Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $230K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.