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United Capital Financial Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

United Capital Financial Advisors’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 		$534K Hold
12,549
– – ﹤0.01% 1037
2025
Q4 		$500K Buy
+12,549
New +$508K ﹤0.01% 957
2018
Q1 		– Sell
-12,100
Closed -$382K – 1335
2017
Q4 		$382K Buy
+12,100
New +$376K ﹤0.01% 1038

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 $79.5B AUM 27.1% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

United Capital Financial Advisors's LVHD Position: Q1 2026 in Review

United Capital Financial Advisors held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q1 2026 at 12,549 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

United Capital Financial Advisors first reported a position in LVHD in Q4 2017 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • United Capital Financial Advisors held 12,549 shares of Franklin US Low Volatility High Dividend Index ETF worth $534K as of Q1 2026.
  • United Capital Financial Advisors 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 United Capital Financial Advisors's portfolio in Q1 2026, its #1037 holding.
  • United Capital Financial Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2017 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.