RIA
LVHI icon

Regal Investment Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Regal Investment Advisors’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 		$1.07M Sell
26,366
-1,877
-7% -$73.8K 0.06% 280
2025
Q4 		$1.04M Sell
28,243
-1,698
-6% -$61.1K 0.06% 273
2025
Q3 		$1.04M Buy
29,941
+3,554
+13% +$121K 0.07% 255
2025
Q2 		$859K Buy
+26,387
New +$847K 0.06% 257
2025
Q1 		– Sell
-18,473
Closed -$564K – 479
2024
Q4 		$564K Buy
18,473
+1,280
+7% +$39.6K 0.04% 299
2024
Q3 		$534K Sell
17,193
-1,190
-6% -$36.2K 0.04% 342
2024
Q2 		$545K Buy
18,383
+38
+0.2% +$1.14K 0.04% 340
2024
Q1 		$546K Sell
18,345
-577
-3% -$16.4K 0.04% 339
2023
Q4 		$523K Buy
18,922
+660
+4% +$18.1K 0.04% 318
2023
Q3 		$498K Sell
18,262
-97
-0.5% -$2.65K 0.04% 296
2023
Q2 		$499K Buy
18,359
+3,635
+25% +$99.4K 0.04% 296
2023
Q1 		$397K Buy
+14,724
New +$393K 0.04% 331

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

Regal Investment Advisors's LVHI Position: Q1 2026 in Review

Regal Investment Advisors reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 6.6% in Q1 2026, selling an estimated $73.8K and leaving 26,366 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #280.

Regal Investment Advisors first reported a position in LVHI in Q1 2023 and has held it in 12 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Regal Investment Advisors held 26,366 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.07M as of Q1 2026.
  • Regal Investment Advisors sold 1,877 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $73.8K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.06% of Regal Investment Advisors's portfolio in Q1 2026, its #280 holding.
  • Regal Investment Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2023 and has held it in 12 quarters since.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.