Franklin Resources
LVHD icon

Franklin Resources’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Franklin Resources’s Portfolio LVHD Stock Details LVHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-571
Closed -$22.8K – 3241
2025
Q4 		$22.8K Hold
571
– – ﹤0.01% 3032
2025
Q3 		$23.6K Buy
571
+98
+21% +$4K ﹤0.01% 3059
2025
Q2 		$18.9K Hold
473
– – ﹤0.01% 2958
2025
Q1 		$19.4K Buy
+473
New +$18.7K ﹤0.01% 2904
2023
Q3 		– Sell
-857
Closed -$31.4K – 2740
2023
Q2 		$31.4K Sell
857
-1,599,240
-100% -$58.7M ﹤0.01% 2645
2023
Q1 		$59.7M Sell
1,600,097
-142,432
-8% -$5.35M 0.03% 477
2022
Q4 		$66.3M Buy
1,742,529
+372,116
+27% +$13.8M 0.03% 454
2022
Q3 		$46.8M Buy
1,370,413
+1,190,280
+661% +$45.2M 0.03% 542
2022
Q2 		$6.79M Sell
180,133
-3,762,309
-95% -$146M ﹤0.01% 1040
2022
Q1 		$156M Sell
3,942,442
-436,093
-10% -$17M 0.06% 341
2021
Q4 		$175M Sell
4,378,535
-717,712
-14% -$27.2M 0.06% 329
2021
Q3 		$183M Buy
+5,096,247
New +$190M 0.07% 318

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return