IFP Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

IFP Advisors’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	$4.9M	Buy	120,818 +6,026	+5%	+$246K	0.09%	256
2026 Q1	$4.65M	Buy	114,792 +2,159	+2%	+$84.9K	0.1%	233
2025 Q4	$4.15M	Buy	112,633 +3,113	+3%	+$112K	0.09%	228
2025 Q3	$3.81M	Sell	109,520 -63,232	-37%	-$2.15M	0.1%	220
2025 Q2	$5.62M	Buy	172,752 +33,379	+24%	+$1.07M	0.16%	137
2025 Q1	$4.51M	Sell	139,373 -7,969	-5%	-$253K	0.14%	161
2024 Q4	$4.5M	Buy	147,342 +63,601	+76%	+$1.97M	0.15%	151
2024 Q3	$2.6M	Sell	83,741 -60,845	-42%	-$1.85M	0.09%	241
2024 Q2	$4.29M	Sell	144,586 -27	-0%	-$807	0.17%	125
2024 Q1	$4.31M	Buy	144,613 +96,721	+202%	+$2.74M	0.19%	115
2023 Q4	$1.32M	Buy	47,892 +579	+1%	+$15.9K	0.06%	329
2023 Q3	$1.29M	Sell	47,313 -323	-0.7%	-$8.82K	0.06%	332
2023 Q2	$1.3M	Sell	47,636 -892	-2%	-$24.4K	0.05%	357
2023 Q1	$1.31M	Sell	48,528 -15,836	-25%	-$422K	0.06%	319
2022 Q4	$1.73M	Buy	64,364 +1,319	+2%	+$33.8K	0.05%	421
2022 Q3	$1.7M	Buy	63,045 +46,453	+280%	+$1.19M	0.04%	456
2022 Q2	$446K	Hold	16,592	–	–	0.01%	901
2022 Q1	$446K	Buy	+16,592	New	+$446K	0.01%	901
2019 Q1	$26K	Hold	1,000	–	–	﹤0.01%	1227
2018 Q4	$24K	Sell	1,000 -2,453	-71%	-$64.3K	﹤0.01%	2014
2018 Q3	$94K	Sell	3,453 -2,014	-37%	-$54.9K	﹤0.01%	1514
2018 Q2	$145K	Buy	5,467 +3,059	+127%	+$83.2K	0.01%	1261
2018 Q1	$68K	Hold	2,408	–	–	﹤0.01%	1622
2017 Q4	$68K	Hold	2,408	–	–	﹤0.01%	1636
2017 Q3	$67K	Buy	2,408 +988	+70%	+$27.5K	﹤0.01%	1815
2017 Q2	$39K	Buy	1,420 +420	+42%	+$11.8K	﹤0.01%	2138
2017 Q1	$27K	Hold	1,000	–	–	﹤0.01%	2308
2016 Q4	$26K	Hold	1,000	–	–	﹤0.01%	2286
2016 Q3	$23K	Buy	+1,000	New	+$25.1K	﹤0.01%	2317

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

IFP Advisors's LVHI Position: Q2 2026 in Review

IFP Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 5.2% in Q2 2026, buying an estimated $246K and bringing the position to 120,818 shares worth $4.9M. The position accounts for 0.09% of the portfolio, ranked #256.

IFP Advisors first reported a position in LVHI in Q3 2016 and has held it in 29 quarters since. The position peaked at $5.62M in Q2 2025. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

IFP Advisors held 120,818 shares of Franklin International Low Volatility High Dividend Index ETF worth $4.9M as of Q2 2026.
IFP Advisors bought 6,026 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $246K.
Franklin International Low Volatility High Dividend Index ETF made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #256 holding.
IFP Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2016 and has held it in 29 quarters since.
IFP Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $5.62M in Q2 2025.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

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