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Sykon Capital’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Sykon Capital’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 		$204K Sell
4,790
-5,855
-55% -$249K 0.07% 84
2025
Q4 		$425K Buy
10,645
+1,762
+20% +$71.4K 0.14% 88
2025
Q3 		$367K Buy
8,883
+113
+1% +$4.61K 0.12% 83
2025
Q2 		$350K Sell
8,770
-2,321
-21% -$91.8K 0.13% 63
2025
Q1 		$454K Buy
11,091
+2,789
+34% +$110K 0.17% 44
2024
Q4 		$318K Sell
8,302
-7,275
-47% -$292K 0.11% 52
2024
Q3 		$634K Buy
15,577
+389
+3% +$15K 0.22% 63
2024
Q2 		$544K Buy
15,188
+7,409
+95% +$267K 0.21% 59
2024
Q1 		$287K Sell
7,779
-5,071
-39% -$181K 0.1% 83
2023
Q4 		$467K Buy
12,850
+5,567
+76% +$192K 0.19% 60
2023
Q3 		$247K Buy
+7,283
New +$264K 0.11% 50

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Sykon Capital's LVHD Position: Q1 2026 in Review

Sykon Capital reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 55% in Q1 2026, selling an estimated $249K and leaving 4,790 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #84.

Sykon Capital first reported a position in LVHD in Q3 2023 and has held it in 11 quarters since. The position peaked at $634K in Q3 2024. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • Sykon Capital held 4,790 shares of Franklin US Low Volatility High Dividend Index ETF worth $204K as of Q1 2026.
  • Sykon Capital sold 5,855 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $249K.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.07% of Sykon Capital's portfolio in Q1 2026, its #84 holding.
  • Sykon Capital first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2023 and has held it in 11 quarters since.
  • Sykon Capital's Franklin US Low Volatility High Dividend Index ETF position peaked at $634K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.