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

Founders Financial Alliance’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	–	Sell	-64,409	Closed	-$2.61M	–	807
2026 Q1	$2.61M	Buy	64,409 +7,060	+12%	+$278K	0.47%	46
2025 Q4	$2.11M	Buy	+57,349	New	+$2.06M	0.4%	53

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

Founders Financial Alliance's LVHI Position: Q2 2026 in Review

Founders Financial Alliance sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026, closing a stake of 64,409 shares — an estimated $2.61M sold.

Founders Financial Alliance first reported a position in LVHI in Q4 2025 and held it in 2 quarters. The position peaked at $2.61M in Q1 2026. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Founders Financial Alliance reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2026 after selling out during the quarter.
Founders Financial Alliance sold 64,409 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $2.61M.
Founders Financial Alliance first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and held it in 2 quarters.
Founders Financial Alliance's Franklin International Low Volatility High Dividend Index ETF position peaked at $2.61M in Q1 2026.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.