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Tortoise Investment Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-227
Closed -$7.89K – 917
2025
Q3 		$7.89K Buy
+227
New +$7.72K ﹤0.01% 644

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tortoise Investment Management's LVHI Position: Q4 2025 in Review

Tortoise Investment Management sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q4 2025, closing a stake of 227 shares — an estimated $7.89K sold.

Tortoise Investment Management first reported a position in LVHI in Q3 2025 and held it in 1 quarter. The position peaked at $7.89K in Q3 2025. 279 funds tracked by Wall St. Rank hold LVHI as of Q4 2025.

  • Tortoise Investment Management reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 227 Franklin International Low Volatility High Dividend Index ETF shares in Q4 2025, an estimated $7.89K.
  • Tortoise Investment Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $7.89K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.