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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
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% 3790
2022
Q3 		$21K Buy
695
+1
+0.1% +$38 ﹤0.01% 3036
2022
Q2 		$21K Hold
694
– – ﹤0.01% 2796
2022
Q1 		$21K Buy
+694
New +$27.1K ﹤0.01% 2796
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% 692

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IFP Advisors's LVHD Position: Q2 2026 in Review

IFP Advisors held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q2 2026 at 16 shares worth $704. The position accounts for ﹤0.01% of the portfolio, ranked #4607.

IFP Advisors first reported a position in LVHD in Q1 2016 and has held it in 22 quarters since. The position peaked at $353K in Q1 2018. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • IFP Advisors held 16 shares of Franklin US Low Volatility High Dividend Index ETF worth $704 as of Q2 2026.
  • IFP Advisors left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q2 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4607 holding.
  • IFP Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2016 and has held it in 22 quarters since.
  • IFP Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $353K in Q1 2018.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.