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Foundations Investment Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Foundations Investment 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 		$251K Buy
6,189
+176
+3% +$7.19K ﹤0.01% 1050
2026
Q1 		$244K Sell
6,013
-5,426
-47% -$213K ﹤0.01% 1003
2025
Q4 		$421K Buy
11,439
+3,044
+36% +$110K 0.01% 768
2025
Q3 		$292K Buy
8,395
+550
+7% +$18.7K ﹤0.01% 863
2025
Q2 		$255K Buy
+7,845
New +$252K ﹤0.01% 800

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foundations Investment Advisors's LVHI Position: Q2 2026 in Review

Foundations Investment Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 2.9% in Q2 2026, buying an estimated $7.19K and bringing the position to 6,189 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Foundations Investment Advisors first reported a position in LVHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $421K in Q4 2025. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Foundations Investment Advisors held 6,189 shares of Franklin International Low Volatility High Dividend Index ETF worth $251K as of Q2 2026.
  • Foundations Investment Advisors bought 176 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $7.19K.
  • Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1050 holding.
  • Foundations Investment Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Foundations Investment Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $421K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.