Private Advisor Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Private Advisor Group’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	$7.73M	Buy	175,756 +14,795	+9%	+$636K	0.04%	469
2026 Q1	$6.85M	Sell	160,961 -2,211	-1%	-$94.1K	0.03%	519
2025 Q4	$6.51M	Buy	163,172 +3,736	+2%	+$151K	0.03%	524
2025 Q3	$6.59M	Sell	159,436 -11	-0%	-$449	0.03%	515
2025 Q2	$6.36M	Buy	159,447 +4,635	+3%	+$183K	0.03%	482
2025 Q1	$6.34M	Sell	154,812 -2,594	-2%	-$103K	0.04%	460
2024 Q4	$6.04M	Buy	157,406 +463	+0.3%	+$18.6K	0.03%	460
2024 Q3	$6.39M	Sell	156,943 -969	-0.6%	-$37.4K	0.04%	438
2024 Q2	$5.66M	Sell	157,912 -5,445	-3%	-$196K	0.04%	441
2024 Q1	$6.02M	Sell	163,357 -2,603	-2%	-$92.9K	0.04%	400
2023 Q4	$6.03M	Buy	165,960 +3,882	+2%	+$134K	0.05%	365
2023 Q3	$5.49M	Sell	162,078 -14,978	-8%	-$544K	0.05%	366
2023 Q2	$6.5M	Sell	177,056 -17,230	-9%	-$633K	0.06%	318
2023 Q1	$7.24M	Buy	194,286 +12,360	+7%	+$464K	0.07%	274
2022 Q4	$226K	Buy	181,926 +26,956	+17%	+$998K	0.01%	857
2022 Q3	$5.29M	Buy	154,970 +3,708	+2%	+$141K	0.06%	319
2022 Q2	$5.7M	Buy	151,262 +2,067	+1%	+$80.4K	0.05%	369
2022 Q1	$5.92M	Buy	149,195 +1,943	+1%	+$75.7K	0.05%	382
2021 Q4	$5.9M	Sell	147,252 -4,822	-3%	-$183K	0.04%	402
2021 Q3	$5.47M	Buy	152,074 +7,779	+5%	+$290K	0.03%	478
2021 Q2	$5.26M	Sell	144,295 -2,175	-1%	-$79.3K	0.05%	388
2021 Q1	$5.12M	Sell	146,470 -15,102	-9%	-$502K	0.05%	370
2020 Q4	$5.24M	Buy	161,572 +5,713	+4%	+$180K	0.05%	327
2020 Q3	$4.6M	Sell	155,859 -8,062	-5%	-$238K	0.06%	295
2020 Q2	$4.72M	Sell	163,921 -11,068	-6%	-$310K	0.07%	282
2020 Q1	$4.51M	Sell	174,989 -177,634	-50%	-$5.6M	0.08%	245
2019 Q4	$12M	Buy	352,623 +33,846	+11%	+$1.14M	0.19%	125
2019 Q3	$10.7M	Buy	318,777 +15,171	+5%	+$494K	0.17%	136
2019 Q2	$9.76M	Buy	303,606 +26,032	+9%	+$827K	0.18%	130
2019 Q1	$8.83M	Buy	277,574 +5,829	+2%	+$179K	0.17%	125
2018 Q4	$7.79M	Buy	271,745 +23,475	+9%	+$713K	0.19%	120
2018 Q3	$7.6M	Buy	248,270 +150,605	+154%	+$4.63M	0.16%	138
2018 Q2	$2.91M	Sell	97,665 -41,441	-30%	-$1.22M	0.05%	196
2018 Q1	$4.11M	Buy	139,106 +64,563	+87%	+$1.97M	0.16%	144
2017 Q4	$2.35M	Sell	74,543 -24,183	-24%	-$751K	0.1%	206
2017 Q3	$3.02M	Buy	98,726 +9,779	+11%	+$295K	0.07%	269
2017 Q2	$2.64M	Buy	88,947 +1,223	+1%	+$36.7K	0.07%	273
2017 Q1	$2.6M	Sell	87,724 -2,864	-3%	-$84.2K	0.07%	271
2016 Q4	$2.6M	Buy	90,588 +42,033	+87%	+$1.17M	0.09%	246
2016 Q3	$1.33M	Buy	48,555 +8,868	+22%	+$252K	0.05%	355
2016 Q2	$1.13M	Buy	39,687 +31,337	+375%	+$853K	0.05%	380
2016 Q1	$226K	Buy	+8,350	New	+$211K	0.01%	866

Other funds holding LVHD

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

Heffernan Advisory Flagstaff, Arizona $120M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Private Advisor Group's LVHD Position: Q2 2026 in Review

Private Advisor Group increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 9.2% in Q2 2026, buying an estimated $636K and bringing the position to 175,756 shares worth $7.73M. The position accounts for 0.04% of the portfolio, ranked #469.

Private Advisor Group first reported a position in LVHD in Q1 2016 and has held it in 42 quarters since. The position peaked at $12M in Q4 2019. 43 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Private Advisor Group held 175,756 shares of Franklin US Low Volatility High Dividend Index ETF worth $7.73M as of Q2 2026.
Private Advisor Group bought 14,795 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $636K.
Franklin US Low Volatility High Dividend Index ETF made up 0.04% of Private Advisor Group's portfolio in Q2 2026, its #469 holding.
Private Advisor Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2016 and has held it in 42 quarters since.
Private Advisor Group's Franklin US Low Volatility High Dividend Index ETF position peaked at $12M in Q4 2019.
43 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.