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Tower Research Capital (TRC)’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Tower Research Capital (TRC)’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
2025
Q1 		– Sell
-670
Closed -$25.7K – 5548
2024
Q4 		$25.7K Sell
670
-929
-58% -$37.3K ﹤0.01% 2995
2024
Q3 		$65.1K Sell
1,599
-1,201
-43% -$46.4K ﹤0.01% 2567
2024
Q2 		$100K Sell
2,800
-851
-23% -$30.6K ﹤0.01% 2578
2024
Q1 		$135K Buy
3,651
+2,198
+151% +$78.4K ﹤0.01% 1662
2023
Q4 		$52.8K Buy
+1,453
New +$50.1K ﹤0.01% 3103
2023
Q1 		– Sell
-106
Closed -$4K – 6097
2022
Q4 		$4K Buy
+106
New +$3.92K ﹤0.01% 5033
2022
Q2 		– Sell
-138
Closed -$5K – 6340
2022
Q1 		$5K Buy
+138
New +$5.38K ﹤0.01% 5069
2021
Q1 		– Sell
-395
Closed -$13K – 5574
2020
Q4 		$13K Sell
395
-51
-11% -$1.6K ﹤0.01% 4148
2020
Q3 		$13K Buy
+446
New +$13.2K ﹤0.01% 3994
2019
Q2 		– Sell
-46
Closed -$1K – 4020
2019
Q1 		$1K Sell
46
-551
-92% -$17K ﹤0.01% 3580
2018
Q4 		$17K Buy
597
+404
+209% +$12.3K ﹤0.01% 2060
2018
Q3 		$6K Buy
+193
New +$5.93K ﹤0.01% 3041
2018
Q2 		– Sell
-87
Closed -$3K – 3888
2018
Q1 		$3K Buy
+87
New +$2.66K ﹤0.01% 2862
2017
Q2 		– Sell
-300
Closed -$9K – 3133
2017
Q1 		$9K Buy
+300
New +$8.82K ﹤0.01% 1850
2016
Q2 		– Sell
-109
Closed -$3K – 4733
2016
Q1 		$3K Buy
+109
New +$2.75K ﹤0.01% 3120

Other funds holding LVHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Tower Research Capital (TRC)'s LVHD Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2025, closing a stake of 670 shares — an estimated $25.7K sold.

Tower Research Capital (TRC) first reported a position in LVHD in Q1 2016 and held it in 15 quarters. The position peaked at $135K in Q1 2024. 85 funds tracked by Wall St. Rank hold LVHD as of Q1 2025.

  • Tower Research Capital (TRC) reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 670 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2025, an estimated $25.7K.
  • Tower Research Capital (TRC) first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2016 and held it in 15 quarters.
  • Tower Research Capital (TRC)'s Franklin US Low Volatility High Dividend Index ETF position peaked at $135K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.