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Key Financial Inc’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Key Financial Inc’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
Q1 		$111K Hold
2,600
– – 0.02% 395
2025
Q4 		$104K Hold
2,600
– – 0.02% 388
2025
Q3 		$107K Hold
2,600
– – 0.02% 384
2025
Q2 		$104K Sell
2,600
-6,200
-70% -$245K 0.02% 377
2025
Q1 		$361K Hold
8,800
– – 0.08% 193
2024
Q4 		$338K Buy
+8,800
New +$353K 0.08% 188

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Key Financial Inc's LVHD Position: Q1 2026 in Review

Key Financial Inc held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q1 2026 at 2,600 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #395.

Key Financial Inc first reported a position in LVHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q1 2025. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • Key Financial Inc held 2,600 shares of Franklin US Low Volatility High Dividend Index ETF worth $111K as of Q1 2026.
  • Key Financial Inc left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q1 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #395 holding.
  • Key Financial Inc first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Key Financial Inc's Franklin US Low Volatility High Dividend Index ETF position peaked at $361K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.