NewEdge Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

NewEdge Advisors’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 Q2	$385K	Sell	8,746 -1,080	-11%	-$46.4K	﹤0.01%	2314
2026 Q1	$418K	Sell	9,826 -771	-7%	-$32.8K	﹤0.01%	2122
2025 Q4	$423K	Buy	10,597 +257	+2%	+$10.4K	﹤0.01%	2095
2025 Q3	$427K	Sell	10,340 -31	-0.3%	-$1.26K	﹤0.01%	1931
2025 Q2	$413K	Buy	10,371 +9,419	+989%	+$372K	﹤0.01%	1813
2025 Q1	$39K	Hold	952	–	–	﹤0.01%	2634
2024 Q4	$36.5K	Buy	952 +262	+38%	+$10.5K	﹤0.01%	2634
2024 Q3	$28.1K	Sell	690 -506	-42%	-$19.5K	﹤0.01%	2620
2024 Q2	$42.8K	Hold	1,196	–	–	﹤0.01%	2397
2024 Q1	$44.1K	Sell	1,196 -871	-42%	-$31.1K	﹤0.01%	2357
2023 Q4	$75.1K	Sell	2,067 -232	-10%	-$8K	﹤0.01%	2069
2023 Q3	$77.9K	Buy	2,299 +53	+2%	+$1.92K	﹤0.01%	1930
2023 Q2	$82.4K	Hold	2,246	–	–	﹤0.01%	1917
2023 Q1	$83.7K	Buy	2,246 +500	+29%	+$18.8K	﹤0.01%	1808
2022 Q4	$66	Buy	+1,746	New	+$64.6K	﹤0.01%	3430

Other funds holding LVHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NewEdge Advisors's LVHD Position: Q2 2026 in Review

NewEdge Advisors reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 11% in Q2 2026, selling an estimated $46.4K and leaving 8,746 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

NewEdge Advisors first reported a position in LVHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $427K in Q3 2025. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

NewEdge Advisors held 8,746 shares of Franklin US Low Volatility High Dividend Index ETF worth $385K as of Q2 2026.
NewEdge Advisors sold 1,080 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $46.4K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2314 holding.
NewEdge Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $427K in Q3 2025.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.