Plan Group Financial’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History
Bought
Maintained
Sold
Other funds holding LVHI
Plan Group Financial's LVHI Position: Q1 2026 in Review
Plan Group Financial reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 32% in Q1 2026, selling an estimated $1.66M and leaving 89,965 shares worth $3.65M. The position accounts for 0.86% of the portfolio, ranked #37.
Plan Group Financial first reported a position in LVHI in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.87M in Q4 2025. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.
- Plan Group Financial held 89,965 shares of Franklin International Low Volatility High Dividend Index ETF worth $3.65M as of Q1 2026.
- Plan Group Financial sold 42,212 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $1.66M.
- Franklin International Low Volatility High Dividend Index ETF made up 0.86% of Plan Group Financial's portfolio in Q1 2026, its #37 holding.
- Plan Group Financial first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 5 quarters since.
- Plan Group Financial's Franklin International Low Volatility High Dividend Index ETF position peaked at $4.87M in Q4 2025.
- 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.
Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.