Smart Money Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Smart Money Group’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
2025 Q1	–	Sell	-81,220	Closed	-$2.48M	–	89
2024 Q4	$2.48M	Buy	81,220 +3,210	+4%	+$99.4K	0.86%	32
2024 Q3	$2.41M	Buy	78,010 +3,677	+5%	+$112K	0.86%	34
2024 Q2	$2.28M	Buy	74,333 +2,709	+4%	+$81K	0.81%	32
2024 Q1	$2.11M	Buy	71,624 +1,268	+2%	+$36K	0.82%	33
2023 Q4	$1.95M	Buy	70,356 +2,643	+4%	+$72.5K	0.85%	29
2023 Q3	$1.85M	Buy	+67,713	New	+$1.85M	0.88%	28

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

Smart Money Group's LVHI Position: Q1 2025 in Review

Smart Money Group sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2025, closing a stake of 81,220 shares — an estimated $2.48M sold.

Smart Money Group first reported a position in LVHI in Q3 2023 and held it in 6 quarters. The position peaked at $2.48M in Q4 2024. 212 funds tracked by Wall St. Rank hold LVHI as of Q1 2025.

Smart Money Group reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q1 2025 after selling out during the quarter.
Smart Money Group sold 81,220 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2025, an estimated $2.48M.
Smart Money Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2023 and held it in 6 quarters.
Smart Money Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $2.48M in Q4 2024.
212 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2025.

Based on Smart Money Group's 13F filing for Q1 2025, filed 28 Apr 2025.