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

Franklin U.S. Low Volatility High Dividend Index ETF logo
$39.55 -0.08 (-0.20%)
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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)
$1.62M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$8.97M
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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
5/13/2025 Mill Creek Capital Advisors LLC8,010$328K0.0%-58.9%0.057%
5/8/2025 Arkadios Wealth Advisors14,603$598K0.0%+39.5%0.103%
4/17/2025 Janney Montgomery Scott LLC52,572$2.15M0.0%-6.1%0.391%
2/17/2025 Baird Financial Group Inc.26,016$998K0.0%N/A0.198%
2/17/2025 Ameriprise Financial Inc.21,608$829K0.0%+5.7%0.164%
1/29/2025 Mill Creek Capital Advisors LLC19,486$747K0.0%-27.3%0.146%
1/15/2025 Arkadios Wealth Advisors10,471$402K0.0%+11.4%0.076%
12/26/2024 JPMorgan Chase & Co.60,573$2.47M0.0%+8.6%0.419%
11/6/2024 Mill Creek Capital Advisors LLC26,788$1.09M0.0%-6.5%0.185%
10/24/2024 Arkadios Wealth Advisors9,398$383K0.0%+23.7%0.065%
8/14/2024 Mill Creek Capital Advisors LLC28,661$1.03M0.0%-88.6%0.183%
7/9/2024Lynx Investment Advisory2,680$96K0.1%N/A0.017%
5/17/2024 Comerica Bank6,579$242K0.0%-13.7%0.039%
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%
1/4/2024Arden Trust Co112,940$4.11M0.6%+2.0%0.454%
11/13/2023 Financial 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%
10/10/2023Arden Trust Co110,694$3.75M0.6%-5.5%0.414%
8/11/2023 Financial Engines Advisors L.L.C.1,211,971$44.44M0.1%-2.1%4.208%
8/9/2023 Flow Traders U.S. LLC31,376$1.15M0.1%N/A0.109%
8/4/2023 EverSource 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%
7/14/2023Arden 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%
4/17/2023Arden Trust Co115,967$4.32M0.8%-35.1%0.385%
2/13/2023 Wealthcare Advisory Partners LLC9,301$354K0.0%-53.1%0.036%
2/9/2023 EverSource 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%
1/20/2023Arden 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%
10/20/2022Arden Trust Co183,315$6.26M1.6%-12.4%0.853%
8/12/2022 Strategic Blueprint LLC5,806$219K0.0%-4.3%0.037%
8/12/2022 Financial 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%
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7/12/2022Arden 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%
5/27/2022 CFS 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%
5/12/2022 Financial 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%
5/11/2022Raymond 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%
5/9/2022 Northwestern 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%
5/4/2022 Commonwealth Equity Services LLC432,087$17.15M0.0%+7.9%1.847%
5/4/2022 Envestnet Asset Management Inc.14,406$572K0.0%+21.6%0.062%
5/2/2022 XML Financial LLC267,502$10.62M1.3%+2.0%1.454%
5/2/2022 Arkadios Wealth Advisors5,589$222K0.0%-78.4%0.030%
4/28/2022 Sovereign 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%
4/11/2022Arden Trust Co236,407$9.38M1.8%-9.2%1.288%
3/7/2022 Stephens Inc. AR19,150$767K0.0%-5.0%0.105%
2/15/2022 CFS 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%
2/10/2022 Financial 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%
2/8/2022 Bank 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%
2/7/2022 Sovereign Investment Advisors LLC131,902$5.28M2.1%+0.6%0.685%
2/4/2022 Envestnet 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%
2/3/2022 Northwestern Mutual Wealth Management Co.37,122$1.49M0.0%+17.8%0.178%
2/1/2022 XML Financial LLC262,322$10.50M1.3%+0.8%1.338%
1/31/2022 Commonwealth 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%
1/24/2022Arden 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%
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11/19/2021 CFS Investment Advisory Services LLC11,953$430K0.1%N/A0.061%
11/16/2021 UBS Group AG347,909$12.52M0.0%+0.5%1.775%
11/16/2021 LPL Financial LLC285,810$10.29M0.0%+7.7%1.458%
11/16/2021 MML Investors Services LLC10,808$389K0.0%+14.6%0.055%
11/15/2021 Flow Traders U.S. LLC20,063$722K0.0%+131.8%0.102%
11/15/2021 Royal Bank of Canada116,789$4.20M0.0%+4.2%0.596%
11/15/2021 Morgan Stanley1,058,565$38.10M0.0%-1.1%5.401%
11/15/2021 Franklin Resources Inc.5,096,247$183.41M0.1%N/A26.001%
11/10/2021 CX Institutional177,827$6.40M0.5%+17.0%0.894%
11/10/2021 Goldman Sachs Group Inc.51,637$1.86M0.0%-15.2%0.263%
(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, 15 institutional investors and hedge funds held shares of Franklin U.S. Low Volatility High Dividend Index ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($40.41M), Bank of New York Mellon Corp ($6.64M), Arden Trust Co ($4.11M), JPMorgan Chase & Co. ($2.47M), Janney Montgomery Scott LLC ($2.15M), Flow Traders U.S. LLC ($1.15M), and Baird Financial Group Inc. ($998K).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 10 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: Bank of New York Mellon Corp ($234.29K), Flow Traders U.S. LLC ($31.38K), Baird Financial Group Inc. ($26.02K), Arkadios Wealth Advisors ($7.01K), S. R. Schill & Associates ($5.65K), JPMorgan Chase & Co. ($4.78K), and Arden Trust Co ($3.43K).

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

Institutional investors have bought a total of 317,322 shares in the last 24 months. This purchase volume represents approximately $11.72M 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: Mill Creek Capital Advisors LLC ($244.04K), Financial Engines Advisors L.L.C. ($45.18K), Bank of New York Mellon Corp ($38.17K), Arden Trust Co ($6.46K), Janney Montgomery Scott LLC ($3.39K), Arkadios Wealth Advisors ($1.63K), and Comerica Bank ($1.04K).

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

Institutional investors have sold a total of 340,865 shares in the last 24 months. This volume of shares sold represents approximately $12.22M in transactions.


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This page (NASDAQ:LVHD) was last updated on 6/17/2025 by MarketBeat.com Staff
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