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LVHI icon

NewEdge Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

NewEdge Advisors’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 		$692K Buy
17,062
+13,166
+338% +$518K ﹤0.01% 1744
2025
Q4 		$143K Buy
3,896
+334
+9% +$12K ﹤0.01% 2672
2025
Q3 		$124K Buy
3,562
+1,012
+40% +$34.4K ﹤0.01% 2531
2025
Q2 		$83K Buy
2,550
+394
+18% +$12.6K ﹤0.01% 2485
2025
Q1 		$69.8K Buy
2,156
+836
+63% +$26.5K ﹤0.01% 2422
2024
Q4 		$40.3K Buy
1,320
+885
+203% +$27.4K ﹤0.01% 2592
2024
Q3 		$13.5K Sell
435
-150
-26% -$4.56K ﹤0.01% 2850
2024
Q2 		$17.3K Hold
585
– – ﹤0.01% 2667
2024
Q1 		$17.4K Hold
585
– – ﹤0.01% 2675
2023
Q4 		$16.2K Hold
585
– – ﹤0.01% 2660
2023
Q3 		$15.9K Buy
+585
New +$16K ﹤0.01% 2434

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return