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Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Franklin U.S. Low Volatility High Dividend Index ETF (NASDAQ:LVHD)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$10.11M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.21M
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Skip Chart & View Institutional Buying and Selling Data

LVHD Institutional Buying and Selling by Quarter

Franklin U.S. Low Volatility High Dividend Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024 Arkadios Wealth Advisors7,530$277K0.0%-17.8%0.044%
3/4/2024Vima LLC929$34K0.1%N/A0.004%
1/30/2024 S. R. Schill & Associates5,649$205K0.1%N/A0.024%
1/4/2024 Arden Trust Co112,940$4.11M0.6%+2.0%0.454%
11/13/2023Financial Engines Advisors L.L.C.1,192,694$40.41M0.1%-1.6%4.790%
10/24/2023 Bank of New York Mellon Corp196,117$6.64M0.0%-16.3%0.750%
10/10/2023 Arden Trust Co110,694$3.75M0.6%-5.5%0.414%
8/11/2023Financial Engines Advisors L.L.C.1,211,971$44.44M0.1%-2.1%4.208%
8/9/2023Flow Traders U.S. LLC31,376$1.15M0.1%N/A0.109%
8/4/2023EverSource Wealth Advisors LLC915$34K0.0%-50.9%0.003%
8/3/2023 Bank of New York Mellon Corp234,288$8.59M0.0%N/A0.815%
7/14/2023 Arden Trust Co117,153$4.30M0.7%+1.0%0.407%
5/2/2023 Arkadios Wealth Advisors10,227$381K0.0%-6.8%0.034%
5/1/2023 Migdal Insurance & Financial Holdings Ltd.8,065$298K0.0%+71.2%0.026%
4/17/2023 Arden Trust Co115,967$4.32M0.8%-35.1%0.385%
2/13/2023 Wealthcare Advisory Partners LLC9,301$354K0.0%-53.1%0.036%
2/9/2023EverSource Wealth Advisors LLC1,865$71K0.0%N/A0.007%
2/3/2023 CX Institutional204,927$7.80M0.5%+3.0%0.790%
1/26/2023 Strategic Blueprint LLC5,738$218K0.0%N/A0.022%
1/26/2023 S. R. Schill & Associates5,704$217K0.1%N/A0.022%
1/20/2023 Arden Trust Co178,803$6.80M1.4%-2.5%0.694%
1/9/2023 MinichMacGregor Wealth Management LLC1,221$46K0.0%N/A0.005%
10/21/2022 Arkadios Wealth Advisors11,220$383K0.1%+106.3%0.052%
10/20/2022 Arden Trust Co183,315$6.26M1.6%-12.4%0.853%
8/12/2022 Strategic Blueprint LLC5,806$219K0.0%-4.3%0.037%
8/12/2022Financial Engines Advisors L.L.C.1,378,077$51.91M0.2%-4.0%8.722%
7/13/2022ACG Wealth1,400$53K0.0%N/A0.009%
7/12/2022 Arden Trust Co209,165$7.88M1.8%-11.5%1.307%
7/11/2022 Gradient Investments LLC1,251,207$47.13M1.4%+1.7%7.820%
5/27/2022CFS Investment Advisory Services LLC456,516$315K1.4%+4,267.3%2.481%
5/26/2022 Gradient Investments LLC1,230,628$48.84M1.3%+1.5%6.688%
5/12/2022Financial Engines Advisors L.L.C.1,435,403$56.97M0.2%-38.4%9.601%
5/12/2022 Private Advisor Group LLC149,195$5.92M0.0%+1.3%0.809%
5/12/2022Cambridge Trust Co.7,238$287K0.0%N/A0.039%
5/11/2022 Raymond James Financial Services Advisors Inc.223,848$8.88M0.0%-4.6%1.213%
5/10/2022 SILVER OAK SECURITIES Inc47,375$1.92M0.4%N/A0.257%
5/10/2022 Western Wealth Management LLC73,209$2.91M0.1%+1,046.4%0.397%
5/9/2022Northwestern Mutual Wealth Management Co.37,471$1.49M0.0%+0.9%0.203%
5/9/2022 CX Institutional128,488$5.10M0.4%-29.4%0.696%
5/4/2022 Advisor Group Holdings Inc.77,052$4.51M0.0%+65.5%0.329%
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5/4/2022Commonwealth Equity Services LLC432,087$17.15M0.0%+7.9%1.847%
5/4/2022Envestnet Asset Management Inc.14,406$572K0.0%+21.6%0.062%
5/2/2022XML Financial LLC267,502$10.62M1.3%+2.0%1.454%
5/2/2022 Arkadios Wealth Advisors5,589$222K0.0%-78.4%0.030%
4/28/2022Sovereign Investment Advisors LLC132,931$5.28M2.1%+0.8%0.726%
4/27/2022 Avantax Advisory Services Inc.40,590$1.61M0.0%+1.8%0.222%
4/26/2022 Good Life Advisors LLC5,250$208K0.0%N/A0.029%
4/26/2022 Stratos Wealth Partners LTD.5,730$227K0.0%-8.0%0.031%
4/22/2022 Allworth Financial LP54,930$2.18M0.0%+19.9%0.299%
4/13/2022 Investors Research Corp3,382$134K0.0%+23.3%0.018%
4/11/2022 Arden Trust Co236,407$9.38M1.8%-9.2%1.288%
3/7/2022Stephens Inc. AR19,150$767K0.0%-5.0%0.105%
2/15/2022CFS Investment Advisory Services LLC10,453$411K0.1%-12.5%0.054%
2/14/2022 LPL Financial LLC295,572$11.84M0.0%+3.4%1.539%
2/10/2022 Private Advisor Group LLC147,252$5.90M0.0%-3.2%0.767%
2/10/2022Financial Engines Advisors L.L.C.2,329,584$93.81M0.2%-1.1%12.102%
2/8/2022 Raymond James Financial Services Advisors Inc.234,574$9.39M0.0%-1.0%1.219%
2/8/2022Bank of America Corp DE348,066$13.94M0.0%-0.3%1.808%
2/8/2022 Raymond James & Associates52,353$2.10M0.0%+9.4%0.272%
2/7/2022Sovereign Investment Advisors LLC131,902$5.28M2.1%+0.6%0.685%
2/4/2022Envestnet Asset Management Inc.11,851$475K0.0%+9.2%0.062%
2/3/2022 Element Wealth LLC5,338$214K0.2%N/A0.028%
2/3/2022 Advisor Group Holdings Inc.46,570$1.87M0.0%+1.6%0.243%
2/3/2022 Arkadios Wealth Advisors25,819$1.03M0.1%-5.0%0.124%
2/3/2022Northwestern Mutual Wealth Management Co.37,122$1.49M0.0%+17.8%0.178%
2/1/2022XML Financial LLC262,322$10.50M1.3%+0.8%1.338%
1/31/2022Commonwealth Equity Services LLC400,602$16.04M0.0%+9.0%2.044%
1/27/2022 Investors Research Corp2,742$110K0.0%+30.4%0.014%
1/27/2022 Janney Montgomery Scott LLC140,326$5.62M0.0%+1.5%0.721%
1/24/2022 Arden Trust Co260,363$10.43M1.8%-64.3%1.332%
1/24/2022 Avantax Advisory Services Inc.39,877$1.60M0.0%+2.4%0.204%
1/21/2022 Allworth Financial LP45,810$1.83M0.0%-5.6%0.234%
1/18/2022 CX Institutional181,973$7.29M0.6%+2.3%0.933%
1/14/2022 Fundamentun LLC8,913$357K0.1%+30.3%0.046%
1/12/2022 Gradient Investments LLC1,212,939$48.57M1.2%+17.6%6.285%
1/10/2022 Patriot Financial Group Insurance Agency LLC2,047$82K0.0%-51.0%0.011%
12/8/2021 Moors & Cabot Inc.35,000$30K0.0%N/A0.179%
11/19/2021CFS Investment Advisory Services LLC11,953$430K0.1%N/A0.061%
11/16/2021UBS Group AG347,909$12.52M0.0%+0.5%1.775%
11/16/2021 LPL Financial LLC285,810$10.29M0.0%+7.7%1.458%
11/16/2021MML Investors Services LLC10,808$389K0.0%+14.6%0.055%
11/15/2021Flow Traders U.S. LLC20,063$722K0.0%+131.8%0.102%
11/15/2021Royal Bank of Canada116,789$4.20M0.0%+4.2%0.596%
11/15/2021Morgan Stanley1,058,565$38.10M0.0%-1.1%5.401%
11/15/2021Franklin Resources Inc.5,096,247$183.41M0.1%N/A26.001%
11/10/2021 CX Institutional177,827$6.40M0.5%+17.0%0.894%
11/10/2021Goldman Sachs Group Inc.51,637$1.86M0.0%-15.2%0.263%
11/10/2021 Citigroup Inc.18,305$659K0.0%-45.9%0.094%
11/5/2021 Moors & Cabot Inc.35,000$30K0.0%N/A0.180%
11/5/2021 Advisor Group Holdings Inc.45,821$1.65M0.0%+1.5%0.230%
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11/2/2021 Raymond James Financial Services Advisors Inc.237,059$8.53M0.0%-5.0%1.191%
11/2/2021 Raymond James & Associates47,854$1.72M0.0%+1.5%0.240%
11/1/2021XML Financial LLC260,123$9.36M1.2%+2.7%1.307%
10/29/2021 Janney Montgomery Scott LLC138,221$4.98M0.0%-2.0%0.695%
10/29/2021Commonwealth Equity Services LLC367,677$13.23M0.0%+7.3%1.848%
10/21/2021 Avantax Advisory Services Inc.38,957$1.40M0.0%+0.9%0.195%
10/19/2021 Arkadios Wealth Advisors27,177$978K0.1%-4.4%0.136%
10/19/2021 Fundamentun LLC6,841$246K0.0%N/A0.034%
10/18/2021 Gradient Investments LLC1,031,160$37.11M1.0%+1.5%5.169%
10/14/2021 Private Advisor Group LLC152,074$5.47M0.0%+5.4%0.762%
(Data available from 1/1/2016 forward)

LVHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LVHD shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Franklin U.S. Low Volatility High Dividend Index ETF. The most heavily invested institutionals were Gradient Investments LLC ($47.13M), Financial Engines Advisors L.L.C. ($40.41M), CX Institutional ($7.80M), Bank of New York Mellon Corp ($6.64M), Arden Trust Co ($4.11M), Flow Traders U.S. LLC ($1.15M), and Wealthcare Advisory Partners LLC ($354K).Learn more on LVHD's institutional investors.

Which institutional investors have been buying Franklin U.S. Low Volatility High Dividend Index ETF stock?

Of the 14 institutional investors that purchased Franklin U.S. Low Volatility High Dividend Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($446.06K), Bank of New York Mellon Corp ($234.29K), Gradient Investments LLC ($38.27K), Flow Traders U.S. LLC ($31.38K), S. R. Schill & Associates ($11.35K), CX Institutional ($5.94K), and Arkadios Wealth Advisors ($5.78K).

How much institutional buying is happening at Franklin U.S. Low Volatility High Dividend Index ETF?

Institutional investors have bought a total of 791,005 shares in the last 24 months. This purchase volume represents approximately $50.78M in transactions.

Which Franklin U.S. Low Volatility High Dividend Index ETF major shareholders have been selling company stock?

The following institutional investors have sold Franklin U.S. Low Volatility High Dividend Index ETF stock in the last 24 months: Arden Trust Co ($126.90K), Financial Engines Advisors L.L.C. ($102.51K), Bank of New York Mellon Corp ($38.17K), Wealthcare Advisory Partners LLC ($10.52K), Arkadios Wealth Advisors ($2.37K), EverSource Wealth Advisors LLC ($950.00), and Strategic Blueprint LLC ($261.00).

How much institutional selling is happening at Franklin U.S. Low Volatility High Dividend Index ETF?

Institutional investors have sold a total of 281,681 shares in the last 24 months. This volume of shares sold represents approximately $17.25M in transactions.


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This page (NASDAQ:LVHD) was last updated on 5/13/2024 by MarketBeat.com Staff

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