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Sunbelt Securities’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Sunbelt Securities’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 		$597K Buy
14,725
+4,166
+39% +$164K 0.04% 364
2025
Q4 		$389K Buy
10,559
+992
+10% +$35.7K 0.03% 463
2025
Q3 		$332K Buy
9,567
+8,762
+1,088% +$298K 0.02% 492
2025
Q2 		$24.6K Sell
805
-2
-0.2% -$64 ﹤0.01% 1118
2025
Q1 		$26.1K Buy
807
+2
+0.2% +$63 ﹤0.01% 1056
2024
Q4 		$24.4K Sell
805
-177
-18% -$5.48K ﹤0.01% 1118
2024
Q3 		$30.5K Buy
982
+3
+0.3% +$91 ﹤0.01% 1060
2024
Q2 		$29K Buy
979
+6
+0.6% +$179 ﹤0.01% 1036
2024
Q1 		$29K Buy
973
+1
+0.1% +$28 ﹤0.01% 1010
2023
Q4 		$26.9K Buy
972
+16
+2% +$439 ﹤0.01% 954
2023
Q3 		$26K Buy
956
+5
+0.5% +$136 ﹤0.01% 949
2023
Q2 		$25.9K Buy
951
+9
+1% +$246 ﹤0.01% 955
2023
Q1 		$25.3K Buy
+942
New +$25.1K ﹤0.01% 892

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

Sunbelt Securities's LVHI Position: Q1 2026 in Review

Sunbelt Securities increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 39% in Q1 2026, buying an estimated $164K and bringing the position to 14,725 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #364.

Sunbelt Securities first reported a position in LVHI in Q1 2023 and has held it in 13 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Sunbelt Securities held 14,725 shares of Franklin International Low Volatility High Dividend Index ETF worth $597K as of Q1 2026.
  • Sunbelt Securities bought 4,166 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $164K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #364 holding.
  • Sunbelt Securities first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2023 and has held it in 13 quarters since.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

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