IFP Advisors
LVHD icon

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

IFP 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
2026
Q3 		$662 Hold
16
– – ﹤0.01% 4609
2026
Q2 		$704 Hold
16
– – ﹤0.01% 4607
2026
Q1 		$681 Buy
+16
New +$681 ﹤0.01% 4341
2023
Q4 		– Sell
-2,626
Closed -$89K – 3218
2023
Q3 		$89K Buy
+2,626
New +$95.3K ﹤0.01% 1310
2023
Q2 		– Sell
-300
Closed -$8.87K – 3520
2023
Q1 		$8.87K Buy
300
+132
+79% +$4.96K ﹤0.01% 2339
2022
Q4 		$5K Sell
168
-527
-76% -$19.5K ﹤0.01% 3789
2022
Q3 		$21K Buy
695
+1
+0.1% +$38 ﹤0.01% 3035
2022
Q2 		$21K Hold
694
– – ﹤0.01% 2797
2022
Q1 		$21K Buy
+694
New +$27.1K ﹤0.01% 2795
2020
Q3 		– Sell
-450
Closed -$13.3K – 2939
2020
Q2 		$13K Buy
+450
New +$12.6K ﹤0.01% 1730
2019
Q1 		$99K Buy
3,131
+23
+0.7% +$708 0.01% 692
2018
Q4 		$89K Sell
3,108
-3,146
-50% -$95.5K 0.01% 1258
2018
Q3 		$192K Sell
6,254
-589
-9% -$18.1K 0.01% 1103
2018
Q2 		$204K Sell
6,843
-4,356
-39% -$129K 0.01% 1052
2018
Q1 		$353K Hold
11,199
– – 0.02% 764
2017
Q4 		$353K Buy
11,199
+4,238
+61% +$132K 0.02% 764
2017
Q3 		$211K Buy
6,961
+13
+0.2% +$392 0.01% 1106
2017
Q2 		$208K Buy
6,948
+832
+14% +$25K 0.01% 1107
2017
Q1 		$182K Buy
6,116
+385
+7% +$11.3K 0.01% 1165
2016
Q4 		$164K Sell
5,731
-1,602
-22% -$44.6K 0.01% 1156
2016
Q3 		$204K Buy
7,333
+546
+8% +$15.5K 0.01% 997
2016
Q2 		$192K Buy
6,787
+3,656
+117% +$99.5K 0.01% 987
2016
Q1 		$99K Buy
+3,131
New +$79K 0.01% 694

Other funds holding LVHD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Sovereign Investment Advisors
Sovereign Investment Advisors Phoenix, Arizona $337M AUM 15.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Heffernan Advisory
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

IFP Advisors's LVHD Position: Q3 2026 in Review

IFP Advisors held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q3 2026 at 16 shares worth $662. The position accounts for ﹤0.01% of the portfolio, ranked #4609.

IFP Advisors first reported a position in LVHD in Q1 2016 and has held it in 23 quarters since. The position peaked at $353K in Q1 2018. 63 funds tracked by Wall St. Rank hold LVHD as of Q3 2026.

  • IFP Advisors held 16 shares of Franklin US Low Volatility High Dividend Index ETF worth $662 as of Q3 2026.
  • IFP Advisors left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q3 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4609 holding.
  • IFP Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2016 and has held it in 23 quarters since.
  • IFP Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $353K in Q1 2018.
  • 63 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.