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 Q2	$1.07M	Sell	26,353 -13	-0%	-$531	0.06%	309
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Regal Investment Advisors's LVHI Position: Q2 2026 in Review

Regal Investment Advisors reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.05% in Q2 2026, selling an estimated $531 and leaving 26,353 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #309.

Regal Investment Advisors first reported a position in LVHI in Q1 2023 and has held it in 13 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Regal Investment Advisors held 26,353 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.07M as of Q2 2026.
Regal Investment Advisors sold 13 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $531.
Franklin International Low Volatility High Dividend Index ETF made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #309 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 13 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.