Kelly Financial Services’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Kelly Financial Services’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
2025 Q1	–	Sell	-8,502	Closed	-$259K	–	125
2024 Q4	$259K	Sell	8,502 -5,080	-37%	-$157K	0.09%	96
2024 Q3	$422K	Sell	13,582 -8,217	-38%	-$250K	0.15%	71
2024 Q2	$646K	Sell	21,799 -17,047	-44%	-$509K	0.23%	54
2024 Q1	$1.16M	Sell	38,846 -973	-2%	-$27.6K	0.44%	36
2023 Q4	$1.1M	Buy	39,819 +19,287	+94%	+$529K	0.45%	34
2023 Q3	$560K	Buy	20,532 +17,210	+518%	+$470K	0.26%	50
2023 Q2	$90.3K	Buy	+3,322	New	+$90.8K	0.04%	130

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

Kelly Financial Services's LVHI Position: Q1 2025 in Review

Kelly Financial Services sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2025, closing a stake of 8,502 shares — an estimated $259K sold.

Kelly Financial Services first reported a position in LVHI in Q2 2023 and held it in 7 quarters. The position peaked at $1.16M in Q1 2024. 212 funds tracked by Wall St. Rank hold LVHI as of Q1 2025.

Kelly Financial Services reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q1 2025 after selling out during the quarter.
Kelly Financial Services sold 8,502 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2025, an estimated $259K.
Kelly Financial Services first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2023 and held it in 7 quarters.
Kelly Financial Services's Franklin International Low Volatility High Dividend Index ETF position peaked at $1.16M in Q1 2024.
212 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2025.

Based on Kelly Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.