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Franklin US Low Volatility High Dividend Index ETF
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Overview Fund Activity

104 hedge funds and large institutions have $785M invested in Franklin US Low Volatility High Dividend Index ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
48
Reduced
27
Closed
17
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
+$66K

Top Buyers

1
AF
Allworth Financial
California
$115M
2
AFG
Albion Financial Group
Utah
$74.6M
3
BFWA
Benchmark Financial Wealth Advisors
Florida
$25M
4
MCCA
Mill Creek Capital Advisors
Pennsylvania
$119M
5
Morgan Stanley
Morgan Stanley
New York
$69.8M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$337K
2
CI
CX Institutional
Indiana
$1.39M
3
Franklin Resources
Franklin Resources
California
$59.7M
4
UBS Group
UBS Group
Switzerland
$17.6M
5
AT
Arden Trust
Delaware
$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCFA
51
Key Client Fiduciary Advisors
New Jersey
$636K +$362K +9,720 +132%
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$586K – – –
FHC
53
First Heartland Consultants
Missouri
$585K -$4.81K -129 -0.8%
AWS
54
Atria Wealth Solutions
New York
$579K +$222K +5,959 +62%
SI
55
Stephens Inc
Arkansas
$506K – – –
IWM
56
IHT Wealth Management
Illinois
$475K +$68.7K +1,842 +17%
EH
57
Equitable Holdings
New York
$447K -$83.2K -2,233 -16%
SF
58
Synovus Financial
Georgia
$392K – – –
AWA
59
Arkadios Wealth Advisors
Georgia
$381K -$27.6K -741 -7%
KAS
60
Kestra Advisory Services
Texas
$379K -$1.02M -27,346 -73%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$337K -$27.4M -736,001 -99%
GLA
62
Good Life Advisors
Pennsylvania
$311K +$4.1K +110 +1%
SIM
63
Stratos Investment Management
Ohio
$309K +$2.76K +74 +0.9%
MIFH
64
Migdal Insurance & Financial Holdings
Israel
$298K +$124K +3,355 +71%
DC
65
Davenport & Co
Virginia
$296K +$7.46K +200 +3%
IFPG
66
Intrepid Financial Planning Group
Indiana
$280K +$280K +7,502 New
SWP
67
Stratos Wealth Partners
Ohio
$278K +$17.5K +470 +7%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$258K +$130K +3,493 +102%
WWM
69
Western Wealth Management
Colorado
$247K -$12.1K -324 -5%
LFAS
70
Level Four Advisory Services
Texas
$234K +$234K +6,267 New
SIAS
71
Summit Investment Advisory Services
Minnesota
$226K – – –
FHA
72
Flagship Harbor Advisors
Massachusetts
$224K -$40.9K -1,097 -15%
Betterment LLC
73
Betterment LLC
New York
$220K +$220K +5,897 New
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$213K +$213K +5,726 New
SRSA
75
S.R. Schill & Associates
Washington
$213K -$37 -1 -0%
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