Sunbelt Securities’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Sunbelt Securities’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	$10.6K	Hold	250	–	–	﹤0.01%	1480
2025 Q4	$9.97K	Hold	250	–	–	﹤0.01%	1438
2025 Q3	$10.3K	Sell	250 -67	-21%	-$2.73K	﹤0.01%	1434
2025 Q2	$12.2K	Hold	317	–	–	﹤0.01%	1263
2025 Q1	$13K	Hold	317	–	–	﹤0.01%	1218
2024 Q4	$12.2K	Sell	317 -28	-8%	-$1.12K	﹤0.01%	1268
2024 Q3	$14K	Hold	345	–	–	﹤0.01%	1232
2024 Q2	$12.4K	Hold	345	–	–	﹤0.01%	1222
2024 Q1	$12.7K	Hold	345	–	–	﹤0.01%	1191
2023 Q4	$12.5K	Hold	345	–	–	﹤0.01%	1128
2023 Q3	$11.7K	Sell	345 -97	-22%	-$3.52K	﹤0.01%	1117
2023 Q2	$16.2K	Sell	442 -28	-6%	-$1.03K	﹤0.01%	1070
2023 Q1	$17.3K	Buy	+470	New	+$17.7K	﹤0.01%	998
2022 Q3	–	Sell	-14,832	Closed	-$559K	–	442
2022 Q2	$559K	Buy	+14,832	New	+$577K	0.12%	221

Other funds holding LVHD

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sunbelt Securities's LVHD Position: Q1 2026 in Review

Sunbelt Securities held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q1 2026 at 250 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Sunbelt Securities first reported a position in LVHD in Q2 2022 and has held it in 14 quarters since. The position peaked at $559K in Q2 2022. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

Sunbelt Securities held 250 shares of Franklin US Low Volatility High Dividend Index ETF worth $10.6K as of Q1 2026.
Sunbelt Securities left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q1 2026.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1480 holding.
Sunbelt Securities first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2022 and has held it in 14 quarters since.
Sunbelt Securities's Franklin US Low Volatility High Dividend Index ETF position peaked at $559K in Q2 2022.
116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.