Good Life Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Good Life Advisors’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
2025 Q2	$236K	Buy	5,928 +9	+0.2%	+$356	0.01%	450
2025 Q1	$243K	Buy	5,919 +14	+0.2%	+$554	0.02%	436
2024 Q4	$227K	Sell	5,905 -373	-6%	-$15K	0.02%	433
2024 Q3	$256K	Sell	6,278 -34	-0.5%	-$1.31K	0.02%	502
2024 Q2	$226K	Sell	6,312 -141	-2%	-$5.08K	0.02%	405
2024 Q1	$238K	Sell	6,453 -1,403	-18%	-$50.1K	0.02%	390
2023 Q4	$286K	Sell	7,856 -750	-9%	-$25.9K	0.03%	336
2023 Q3	$292K	Sell	8,606 -458	-5%	-$16.6K	0.03%	316
2023 Q2	$332K	Buy	9,064 +724	+9%	+$26.6K	0.04%	292
2023 Q1	$311K	Buy	8,340 +110	+1%	+$4.13K	0.04%	292
2022 Q4	$313K	Buy	8,230 +333	+4%	+$12.3K	0.04%	265
2022 Q3	$270K	Buy	7,897 +1,958	+33%	+$74.4K	0.04%	266
2022 Q2	$224K	Buy	5,939 +689	+13%	+$26.8K	0.03%	305
2022 Q1	$208K	Buy	+5,250	New	+$205K	0.03%	362
2018 Q1	–	Sell	-53,710	Closed	-$1.69M	–	226
2017 Q4	$1.69M	Buy	53,710 +1,322	+3%	+$41.1K	0.53%	38
2017 Q3	$1.6M	Sell	52,388 -14	-0%	-$422	0.61%	34
2017 Q2	$1.56M	Buy	52,402 +40,446	+338%	+$1.21M	0.68%	33
2017 Q1	$353K	Buy	+11,956	New	+$351K	0.17%	111

Other funds holding LVHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Good Life Advisors's LVHD Position: Q2 2025 in Review

Good Life Advisors increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 0.15% in Q2 2025, buying an estimated $356 and bringing the position to 5,928 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #450.

Good Life Advisors first reported a position in LVHD in Q1 2017 and has held it in 18 quarters since. The position peaked at $1.69M in Q4 2017. 99 funds tracked by Wall St. Rank hold LVHD as of Q2 2025.

Good Life Advisors held 5,928 shares of Franklin US Low Volatility High Dividend Index ETF worth $236K as of Q2 2025.
Good Life Advisors bought 9 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2025, an estimated $356.
Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Good Life Advisors's portfolio in Q2 2025, its #450 holding.
Good Life Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2017 and has held it in 18 quarters since.
Good Life Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.69M in Q4 2017.
99 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.