ProVise Management Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$444K Buy
10,945
+2,656
+32% +$104K 0.03% 181
2025
Q4
$305K Buy
8,289
+1,408
+20% +$50.7K 0.02% 215
2025
Q3
$239K Buy
+6,881
New +$234K 0.02% 236

Other funds holding LVHI

ProVise Management Group's LVHI Position: Q1 2026 in Review

ProVise Management Group increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 32% in Q1 2026, buying an estimated $104K and bringing the position to 10,945 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #181.

ProVise Management Group first reported a position in LVHI in Q3 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • ProVise Management Group held 10,945 shares of Franklin International Low Volatility High Dividend Index ETF worth $444K as of Q1 2026.
  • ProVise Management Group bought 2,656 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $104K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.03% of ProVise Management Group's portfolio in Q1 2026, its #181 holding.
  • ProVise Management Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.