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&Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

&Partners’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 		$2.32M Buy
57,228
+15,701
+38% +$618K 0.01% 838
2025
Q4 		$1.53M Buy
41,527
+9,282
+29% +$334K 0.01% 990
2025
Q3 		$1.12M Buy
32,245
+2,363
+8% +$80.4K 0.01% 1034
2025
Q2 		$973K Buy
+29,882
New +$959K 0.01% 993

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $432B 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 $666B AUM 30.12% 1-Year Est. Return

&Partners's LVHI Position: Q1 2026 in Review

&Partners increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 38% in Q1 2026, buying an estimated $618K and bringing the position to 57,228 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #838.

&Partners 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.

  • &Partners held 57,228 shares of Franklin International Low Volatility High Dividend Index ETF worth $2.32M as of Q1 2026.
  • &Partners bought 15,701 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $618K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #838 holding.
  • &Partners 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.