Marks Group Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Marks Group Wealth Management’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 Q1	$377K	Hold	9,310	–	–	0.04%	274
2025 Q4	$343K	Hold	9,310	–	–	0.03%	277
2025 Q3	$324K	Hold	9,310	–	–	0.03%	253
2025 Q2	$303K	Buy	+9,310	New	+$299K	0.03%	260

Other funds holding LVHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marks Group Wealth Management's LVHI Position: Q1 2026 in Review

Marks Group Wealth Management held its Franklin International Low Volatility High Dividend Index ETF (LVHI) position steady in Q1 2026 at 9,310 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #274.

Marks Group Wealth Management first reported a position in LVHI in Q2 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

Marks Group Wealth Management held 9,310 shares of Franklin International Low Volatility High Dividend Index ETF worth $377K as of Q1 2026.
Marks Group Wealth Management left its Franklin International Low Volatility High Dividend Index ETF share count unchanged in Q1 2026.
Franklin International Low Volatility High Dividend Index ETF made up 0.04% of Marks Group Wealth Management's portfolio in Q1 2026, its #274 holding.
Marks Group Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 4 quarters since.
296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.