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Wealthspire Advisors (New York)’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-396
Closed -$16.4K – 2099
2025
Q3 		$16.4K Buy
+396
New +$16.1K ﹤0.01% 1778

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s LVHD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2025, closing a stake of 396 shares — an estimated $16.4K sold.

Wealthspire Advisors (New York) first reported a position in LVHD in Q3 2025 and held it in 1 quarter. The position peaked at $16.4K in Q3 2025. 107 funds tracked by Wall St. Rank hold LVHD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 396 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2025, an estimated $16.4K.
  • Wealthspire Advisors (New York) first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Franklin US Low Volatility High Dividend Index ETF position peaked at $16.4K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.