Focus Partners Wealth
LVHI icon

Focus Partners Wealth’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Focus Partners Wealth’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
Q1 		$745K Buy
18,373
+603
+3% +$23.7K ﹤0.01% 1740
2025
Q4 		$654K Buy
17,770
+2,856
+19% +$103K ﹤0.01% 1832
2025
Q3 		$520K Buy
+14,914
New +$507K ﹤0.01% 1600

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth's LVHI Position: Q1 2026 in Review

Focus Partners Wealth increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 3.4% in Q1 2026, buying an estimated $23.7K and bringing the position to 18,373 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Focus Partners Wealth first reported a position in LVHI in Q3 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Focus Partners Wealth held 18,373 shares of Franklin International Low Volatility High Dividend Index ETF worth $745K as of Q1 2026.
  • Focus Partners Wealth bought 603 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $23.7K.
  • Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1740 holding.
  • Focus Partners Wealth first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.