Raymond James Financial
LVHD icon

Raymond James Financial’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Raymond James Financial’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
Q1 		$9.33M Sell
219,286
-356
-0.2% -$15.2K ﹤0.01% 2081
2025
Q4 		$8.76M Sell
219,642
-18,616
-8% -$754K ﹤0.01% 2085
2025
Q3 		$9.85M Buy
238,258
+16,025
+7% +$653K ﹤0.01% 1930
2025
Q2 		$8.86M Buy
222,233
+68,513
+45% +$2.71M ﹤0.01% 1962
2025
Q1 		$6.3M Sell
153,720
-2,507
-2% -$99.1K ﹤0.01% 2172
2024
Q4 		$5.99M Buy
+156,227
New +$6.27M ﹤0.01% 2205

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return