Fortis Group Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Fortis Group 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	$997K	Buy	24,577 +1,041	+4%	+$42.5K	0.16%	132
2026 Q1	$964K	Sell	23,536 -69	-0.3%	-$2.71K	0.16%	140
2025 Q4	$907K	Buy	23,605 +516	+2%	+$18.6K	0.15%	153
2025 Q3	$818K	Buy	23,089 +730	+3%	+$24.8K	0.14%	132
2025 Q2	$746K	Buy	22,359 +858	+4%	+$27.5K	0.14%	139
2025 Q1	$696K	Sell	21,501 -1,740	-7%	-$55.2K	0.14%	124
2024 Q4	$709K	Buy	23,241 +1,032	+5%	+$32K	0.13%	116
2024 Q3	$690K	Buy	22,209 +306	+1%	+$9.31K	0.13%	108
2024 Q2	$649K	Buy	21,903 +1,022	+5%	+$30.5K	0.13%	103
2024 Q1	$622K	Buy	20,881 +4,543	+28%	+$129K	0.11%	118
2023 Q4	$440K	Hold	16,338	–	–	0.11%	79
2023 Q3	$440K	Sell	16,338 -1,992	-11%	-$54.4K	0.14%	74
2023 Q2	$498K	Buy	18,330 +1,932	+12%	+$52.8K	0.13%	85
2023 Q1	$455K	Buy	+16,398	New	+$437K	0.14%	74

Other funds holding LVHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fortis Group Advisors's LVHI Position: Q2 2026 in Review

Fortis Group Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 4.4% in Q2 2026, buying an estimated $42.5K and bringing the position to 24,577 shares worth $997K. The position accounts for 0.16% of the portfolio, ranked #132.

Fortis Group Advisors first reported a position in LVHI in Q1 2023 and has held it in 14 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Fortis Group Advisors held 24,577 shares of Franklin International Low Volatility High Dividend Index ETF worth $997K as of Q2 2026.
Fortis Group Advisors bought 1,041 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $42.5K.
Franklin International Low Volatility High Dividend Index ETF made up 0.16% of Fortis Group Advisors's portfolio in Q2 2026, its #132 holding.
Fortis Group Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2023 and has held it in 14 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.