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

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$36.18
+0.18 (+0.50%)
(As of 04/23/2024 ET)
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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)
6
Total
Institutional Inflows
(last 12 months)
$10.36M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.21M
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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
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%
10/24/2023Bank 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%
8/3/2023Bank 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%
5/2/2023Arkadios Wealth Advisors10,227$381K0.0%-6.8%0.034%
5/1/2023Migdal 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%
2/13/2023Wealthcare Advisory Partners LLC9,301$354K0.0%-53.1%0.036%
2/9/2023EverSource Wealth Advisors LLC1,865$71K0.0%N/A0.007%
2/3/2023CX Institutional204,927$7.80M0.5%+3.0%0.790%
1/26/2023Strategic 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%
1/9/2023MinichMacGregor Wealth Management LLC1,221$46K0.0%N/A0.005%
10/21/2022Arkadios Wealth Advisors11,220$383K0.1%+106.3%0.052%
10/20/2022 Arden Trust Co183,315$6.26M1.6%-12.4%0.853%
8/12/2022Strategic 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%
7/11/2022Gradient 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%
5/26/2022Gradient 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%
5/12/2022Private Advisor Group LLC149,195$5.92M0.0%+1.3%0.809%
5/12/2022Cambridge Trust Co.7,238$287K0.0%N/A0.039%
5/11/2022Raymond James Financial Services Advisors Inc.223,848$8.88M0.0%-4.6%1.213%
5/10/2022SILVER OAK SECURITIES Inc47,375$1.92M0.4%N/A0.257%
5/10/2022Western 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%
5/9/2022CX Institutional128,488$5.10M0.4%-29.4%0.696%
5/4/2022Advisor Group Holdings Inc.77,052$4.51M0.0%+65.5%0.329%
5/4/2022Commonwealth Equity Services LLC432,087$17.15M0.0%+7.9%1.847%
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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%
5/2/2022Arkadios Wealth Advisors5,589$222K0.0%-78.4%0.030%
4/28/2022Sovereign Investment Advisors LLC132,931$5.28M2.1%+0.8%0.726%
4/27/2022Avantax Advisory Services Inc.40,590$1.61M0.0%+1.8%0.222%
4/26/2022Good Life Advisors LLC5,250$208K0.0%N/A0.029%
4/26/2022Stratos Wealth Partners LTD.5,730$227K0.0%-8.0%0.031%
4/22/2022Allworth Financial LP54,930$2.18M0.0%+19.9%0.299%
4/13/2022Investors 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%
2/14/2022LPL Financial LLC295,572$11.84M0.0%+3.4%1.539%
2/10/2022Private 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%
2/8/2022Raymond 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%
2/8/2022Raymond 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%
2/3/2022Element Wealth LLC5,338$214K0.2%N/A0.028%
2/3/2022Advisor Group Holdings Inc.46,570$1.87M0.0%+1.6%0.243%
2/3/2022Arkadios 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%
1/27/2022Investors Research Corp2,742$110K0.0%+30.4%0.014%
1/27/2022Janney 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%
1/24/2022Avantax Advisory Services Inc.39,877$1.60M0.0%+2.4%0.204%
1/21/2022Allworth Financial LP45,810$1.83M0.0%-5.6%0.234%
1/18/2022CX Institutional181,973$7.29M0.6%+2.3%0.933%
1/14/2022Fundamentun LLC8,913$357K0.1%+30.3%0.046%
1/12/2022Gradient Investments LLC1,212,939$48.57M1.2%+17.6%6.285%
1/10/2022Patriot Financial Group Insurance Agency LLC2,047$82K0.0%-51.0%0.011%
12/8/2021Moors & 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%
11/16/2021LPL 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%
11/10/2021CX Institutional177,827$6.40M0.5%+17.0%0.894%
11/10/2021Goldman Sachs Group Inc.51,637$1.86M0.0%-15.2%0.263%
11/10/2021Citigroup Inc.18,305$659K0.0%-45.9%0.094%
11/5/2021Moors & Cabot Inc.35,000$30K0.0%N/A0.180%
11/5/2021Advisor Group Holdings Inc.45,821$1.65M0.0%+1.5%0.230%
11/2/2021Raymond James Financial Services Advisors Inc.237,059$8.53M0.0%-5.0%1.191%
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11/2/2021Raymond James & Associates47,854$1.72M0.0%+1.5%0.240%
11/1/2021XML Financial LLC260,123$9.36M1.2%+2.7%1.307%
10/29/2021Janney 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%
10/21/2021Avantax Advisory Services Inc.38,957$1.40M0.0%+0.9%0.195%
10/19/2021Arkadios Wealth Advisors27,177$978K0.1%-4.4%0.136%
10/19/2021Fundamentun LLC6,841$246K0.0%N/A0.034%
10/18/2021Gradient Investments LLC1,031,160$37.11M1.0%+1.5%5.169%
10/14/2021Private Advisor Group LLC152,074$5.47M0.0%+5.4%0.762%
10/12/2021Koshinski Asset Management Inc.4,652$167K0.0%N/A0.023%
(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, 30 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), Commonwealth Equity Services LLC ($17.15M), XML Financial LLC ($10.62M), Raymond James Financial Services Advisors Inc. ($8.88M), CX Institutional ($7.80M), and Bank of New York Mellon Corp ($6.64M).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 26 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), Western Wealth Management LLC ($66.82K), SILVER OAK SECURITIES Inc ($47.38K), Gradient Investments LLC ($38.27K), Commonwealth Equity Services LLC ($31.49K), and Flow Traders U.S. LLC ($31.38K).

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

Institutional investors have bought a total of 991,427 shares in the last 24 months. This purchase volume represents approximately $66.69M in transactions.

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

Of the 10 institutional investors that sold Franklin U.S. Low Volatility High Dividend Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Engines Advisors L.L.C. ($996.69K), Arden Trust Co ($126.90K), CX Institutional ($53.49K), Bank of New York Mellon Corp ($38.17K), Arkadios Wealth Advisors ($20.97K), Raymond James Financial Services Advisors Inc. ($10.73K), and Wealthcare Advisory Partners LLC ($10.52K).

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

Institutional investors have sold a total of 1,259,172 shares in the last 24 months. This volume of shares sold represents approximately $94.91M in transactions.


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This page (NASDAQ:LVHD) was last updated on 4/24/2024 by MarketBeat.com Staff

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