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LVHD icon

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
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
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

NewEdge Advisors's LVHD Position: Q1 2026 in Review

NewEdge Advisors reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 7.3% in Q1 2026, selling an estimated $32.8K and leaving 9,826 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

NewEdge Advisors first reported a position in LVHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $427K in Q3 2025. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • NewEdge Advisors held 9,826 shares of Franklin US Low Volatility High Dividend Index ETF worth $418K as of Q1 2026.
  • NewEdge Advisors sold 771 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $32.8K.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2122 holding.
  • NewEdge Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $427K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.