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Kestra Investment Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Kestra Investment Management’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
Q1 		– Sell
-11
Closed -$411 – 1222
2024
Q4 		$411 Buy
+11
New +$441 ﹤0.01% 1138

Other funds holding LVHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kestra Investment Management's LVHD Position: Q1 2025 in Review

Kestra Investment Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2025, closing a stake of 11 shares — an estimated $411 sold.

Kestra Investment Management first reported a position in LVHD in Q4 2024 and held it in 1 quarter. The position peaked at $411 in Q4 2024. 85 funds tracked by Wall St. Rank hold LVHD as of Q1 2025.

  • Kestra Investment Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 11 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2025, an estimated $411.
  • Kestra Investment Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $411 in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.