Foresight Capital Management Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Foresight Capital Management 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 Q2	$4.63M	Sell	114,176 -1,612	-1%	-$65.8K	2.25%	18
2026 Q1	$4.69M	Sell	115,788 -2,550	-2%	-$100K	2.61%	9
2025 Q4	$4.36M	Buy	118,338 +915	+0.8%	+$32.9K	2.36%	15
2025 Q3	$4.08M	Buy	117,423 +1,799	+2%	+$61.2K	2.29%	13
2025 Q2	$3.76M	Buy	115,624 +2,542	+2%	+$81.6K	2.19%	15
2025 Q1	$3.66M	Buy	113,082 +3,078	+3%	+$97.6K	2.27%	13
2024 Q4	$3.36M	Buy	110,004 +4,999	+5%	+$155K	1.96%	19
2024 Q3	$3.26M	Buy	105,005 +6,492	+7%	+$197K	1.94%	18
2024 Q2	$2.92M	Buy	98,513 +2,919	+3%	+$87.2K	1.98%	18
2024 Q1	$2.85M	Buy	95,594 +5,266	+6%	+$149K	2.17%	15
2023 Q4	$2.5M	Buy	+90,328	New	+$2.48M	2.56%	14
2022 Q3	$1.75M	Buy	72,376 +8,248	+13%	+$212K	3.01%	15
2022 Q2	$1.64M	Buy	+64,128	New	+$1.73M	2.51%	19

Other funds holding LVHI

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return