Fortitude Financial’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Fortitude Financial’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	$217K	Buy	5,341 +50	+0.9%	+$2.04K	0.19%	28
2026 Q1	$214K	Sell	5,291 -213	-4%	-$8.38K	0.11%	37
2025 Q4	$203K	Sell	5,504 -34,195	-86%	-$1.23M	0.17%	39
2025 Q3	$814K	Buy	39,699 +45	+0.1%	+$1.53K	0.67%	22
2025 Q2	$814K	Buy	+39,654	New	+$1.27M	0.72%	21

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

Fortitude Financial's LVHI Position: Q2 2026 in Review

Fortitude Financial increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.95% in Q2 2026, buying an estimated $2.04K and bringing the position to 5,341 shares worth $217K. The position accounts for 0.19% of the portfolio, ranked #28.

Fortitude Financial first reported a position in LVHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $814K in Q2 2025. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Fortitude Financial held 5,341 shares of Franklin International Low Volatility High Dividend Index ETF worth $217K as of Q2 2026.
Fortitude Financial bought 50 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $2.04K.
Franklin International Low Volatility High Dividend Index ETF made up 0.19% of Fortitude Financial's portfolio in Q2 2026, its #28 holding.
Fortitude Financial first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 5 quarters since.
Fortitude Financial's Franklin International Low Volatility High Dividend Index ETF position peaked at $814K in Q2 2025.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.