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

$38.23

+0.46 (+1.22%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 6
Total Institutional Inflows (last 12 months): $10.16M

Number of Institutional Sellers (last 12 months): 6
Total Institutional Outflows (last 12 months): $3.25M

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LVHD Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/9/2024	Lynx Investment Advisory	2,680	$96K	0.1%	N/A	0.017%
5/17/2024	Comerica Bank	6,579	$242K	0.0%	-13.7%	0.039%
4/30/2024	Arkadios Wealth Advisors	7,530	$277K	0.0%	-17.8%	0.044%
3/4/2024	Vima LLC	929	$34K	0.1%	N/A	0.004%
1/30/2024	S. R. Schill & Associates	5,649	$205K	0.1%	N/A	0.024%
1/4/2024	Arden Trust Co	112,940	$4.11M	0.6%	+2.0%	0.454%
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11/13/2023	Financial Engines Advisors L.L.C.	1,192,694	$40.41M	0.1%	-1.6%	4.790%
10/24/2023	Bank of New York Mellon Corp	196,117	$6.64M	0.0%	-16.3%	0.750%
10/10/2023	Arden Trust Co	110,694	$3.75M	0.6%	-5.5%	0.414%
8/11/2023	Financial Engines Advisors L.L.C.	1,211,971	$44.44M	0.1%	-2.1%	4.208%
8/9/2023	Flow Traders U.S. LLC	31,376	$1.15M	0.1%	N/A	0.109%
8/4/2023	EverSource Wealth Advisors LLC	915	$34K	0.0%	-50.9%	0.003%
8/3/2023	Bank of New York Mellon Corp	234,288	$8.59M	0.0%	N/A	0.815%
7/14/2023	Arden Trust Co	117,153	$4.30M	0.7%	+1.0%	0.407%
5/2/2023	Arkadios Wealth Advisors	10,227	$381K	0.0%	-6.8%	0.034%
5/1/2023	Migdal Insurance & Financial Holdings Ltd.	8,065	$298K	0.0%	+71.2%	0.026%
4/17/2023	Arden Trust Co	115,967	$4.32M	0.8%	-35.1%	0.385%
2/13/2023	Wealthcare Advisory Partners LLC	9,301	$354K	0.0%	-53.1%	0.036%
2/9/2023	EverSource Wealth Advisors LLC	1,865	$71K	0.0%	N/A	0.007%
2/3/2023	CX Institutional	204,927	$7.80M	0.5%	+3.0%	0.790%
1/26/2023	Strategic Blueprint LLC	5,738	$218K	0.0%	N/A	0.022%
1/26/2023	S. R. Schill & Associates	5,704	$217K	0.1%	N/A	0.022%
1/20/2023	Arden Trust Co	178,803	$6.80M	1.4%	-2.5%	0.694%
1/9/2023	MinichMacGregor Wealth Management LLC	1,221	$46K	0.0%	N/A	0.005%
10/21/2022	Arkadios Wealth Advisors	11,220	$383K	0.1%	+106.3%	0.052%
10/20/2022	Arden Trust Co	183,315	$6.26M	1.6%	-12.4%	0.853%
8/12/2022	Strategic Blueprint LLC	5,806	$219K	0.0%	-4.3%	0.037%
8/12/2022	Financial Engines Advisors L.L.C.	1,378,077	$51.91M	0.2%	-4.0%	8.722%
7/13/2022	ACG Wealth	1,400	$53K	0.0%	N/A	0.009%
7/12/2022	Arden Trust Co	209,165	$7.88M	1.8%	-11.5%	1.307%
7/11/2022	Gradient Investments LLC	1,251,207	$47.13M	1.4%	+1.7%	7.820%
5/27/2022	CFS Investment Advisory Services LLC	456,516	$315K	1.4%	+4,267.3%	2.481%
5/26/2022	Gradient Investments LLC	1,230,628	$48.84M	1.3%	+1.5%	6.688%
5/12/2022	Financial Engines Advisors L.L.C.	1,435,403	$56.97M	0.2%	-38.4%	9.601%
5/12/2022	Private Advisor Group LLC	149,195	$5.92M	0.0%	+1.3%	0.809%
5/12/2022	Cambridge Trust Co.	7,238	$287K	0.0%	N/A	0.039%
5/11/2022	Raymond James Financial Services Advisors Inc.	223,848	$8.88M	0.0%	-4.6%	1.213%
5/10/2022	SILVER OAK SECURITIES Inc	47,375	$1.92M	0.4%	N/A	0.257%
5/10/2022	Western Wealth Management LLC	73,209	$2.91M	0.1%	+1,046.4%	0.397%
5/9/2022	Northwestern Mutual Wealth Management Co.	37,471	$1.49M	0.0%	+0.9%	0.203%
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5/9/2022	CX Institutional	128,488	$5.10M	0.4%	-29.4%	0.696%
5/4/2022	Advisor Group Holdings Inc.	77,052	$4.51M	0.0%	+65.5%	0.329%
5/4/2022	Commonwealth Equity Services LLC	432,087	$17.15M	0.0%	+7.9%	1.847%
5/4/2022	Envestnet Asset Management Inc.	14,406	$572K	0.0%	+21.6%	0.062%
5/2/2022	XML Financial LLC	267,502	$10.62M	1.3%	+2.0%	1.454%
5/2/2022	Arkadios Wealth Advisors	5,589	$222K	0.0%	-78.4%	0.030%
4/28/2022	Sovereign Investment Advisors LLC	132,931	$5.28M	2.1%	+0.8%	0.726%
4/27/2022	Avantax Advisory Services Inc.	40,590	$1.61M	0.0%	+1.8%	0.222%
4/26/2022	Good Life Advisors LLC	5,250	$208K	0.0%	N/A	0.029%
4/26/2022	Stratos Wealth Partners LTD.	5,730	$227K	0.0%	-8.0%	0.031%
4/22/2022	Allworth Financial LP	54,930	$2.18M	0.0%	+19.9%	0.299%
4/13/2022	Investors Research Corp	3,382	$134K	0.0%	+23.3%	0.018%
4/11/2022	Arden Trust Co	236,407	$9.38M	1.8%	-9.2%	1.288%
3/7/2022	Stephens Inc. AR	19,150	$767K	0.0%	-5.0%	0.105%
2/15/2022	CFS Investment Advisory Services LLC	10,453	$411K	0.1%	-12.5%	0.054%
2/14/2022	LPL Financial LLC	295,572	$11.84M	0.0%	+3.4%	1.539%
2/10/2022	Private Advisor Group LLC	147,252	$5.90M	0.0%	-3.2%	0.767%
2/10/2022	Financial Engines Advisors L.L.C.	2,329,584	$93.81M	0.2%	-1.1%	12.102%
2/8/2022	Raymond James Financial Services Advisors Inc.	234,574	$9.39M	0.0%	-1.0%	1.219%
2/8/2022	Bank of America Corp DE	348,066	$13.94M	0.0%	-0.3%	1.808%
2/8/2022	Raymond James & Associates	52,353	$2.10M	0.0%	+9.4%	0.272%
2/7/2022	Sovereign Investment Advisors LLC	131,902	$5.28M	2.1%	+0.6%	0.685%
2/4/2022	Envestnet Asset Management Inc.	11,851	$475K	0.0%	+9.2%	0.062%
2/3/2022	Element Wealth LLC	5,338	$214K	0.2%	N/A	0.028%
2/3/2022	Advisor Group Holdings Inc.	46,570	$1.87M	0.0%	+1.6%	0.243%
2/3/2022	Arkadios Wealth Advisors	25,819	$1.03M	0.1%	-5.0%	0.124%
2/3/2022	Northwestern Mutual Wealth Management Co.	37,122	$1.49M	0.0%	+17.8%	0.178%
2/1/2022	XML Financial LLC	262,322	$10.50M	1.3%	+0.8%	1.338%
1/31/2022	Commonwealth Equity Services LLC	400,602	$16.04M	0.0%	+9.0%	2.044%
1/27/2022	Investors Research Corp	2,742	$110K	0.0%	+30.4%	0.014%
1/27/2022	Janney Montgomery Scott LLC	140,326	$5.62M	0.0%	+1.5%	0.721%
1/24/2022	Arden Trust Co	260,363	$10.43M	1.8%	-64.3%	1.332%
1/24/2022	Avantax Advisory Services Inc.	39,877	$1.60M	0.0%	+2.4%	0.204%
1/21/2022	Allworth Financial LP	45,810	$1.83M	0.0%	-5.6%	0.234%
1/18/2022	CX Institutional	181,973	$7.29M	0.6%	+2.3%	0.933%
1/14/2022	Fundamentun LLC	8,913	$357K	0.1%	+30.3%	0.046%
1/12/2022	Gradient Investments LLC	1,212,939	$48.57M	1.2%	+17.6%	6.285%
1/10/2022	Patriot Financial Group Insurance Agency LLC	2,047	$82K	0.0%	-51.0%	0.011%
12/8/2021	Moors & Cabot Inc.	35,000	$30K	0.0%	N/A	0.179%
11/19/2021	CFS Investment Advisory Services LLC	11,953	$430K	0.1%	N/A	0.061%
11/16/2021	UBS Group AG	347,909	$12.52M	0.0%	+0.5%	1.775%
11/16/2021	LPL Financial LLC	285,810	$10.29M	0.0%	+7.7%	1.458%
11/16/2021	MML Investors Services LLC	10,808	$389K	0.0%	+14.6%	0.055%
11/15/2021	Flow Traders U.S. LLC	20,063	$722K	0.0%	+131.8%	0.102%
11/15/2021	Royal Bank of Canada	116,789	$4.20M	0.0%	+4.2%	0.596%
11/15/2021	Morgan Stanley	1,058,565	$38.10M	0.0%	-1.1%	5.401%
11/15/2021	Franklin Resources Inc.	5,096,247	$183.41M	0.1%	N/A	26.001%
11/10/2021	CX Institutional	177,827	$6.40M	0.5%	+17.0%	0.894%
11/10/2021	Goldman Sachs Group Inc.	51,637	$1.86M	0.0%	-15.2%	0.263%
11/10/2021	Citigroup Inc.	18,305	$659K	0.0%	-45.9%	0.094%
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11/5/2021	Moors & Cabot Inc.	35,000	$30K	0.0%	N/A	0.180%
11/5/2021	Advisor Group Holdings Inc.	45,821	$1.65M	0.0%	+1.5%	0.230%
11/2/2021	Raymond James Financial Services Advisors Inc.	237,059	$8.53M	0.0%	-5.0%	1.191%
11/2/2021	Raymond James & Associates	47,854	$1.72M	0.0%	+1.5%	0.240%
11/1/2021	XML Financial LLC	260,123	$9.36M	1.2%	+2.7%	1.307%
10/29/2021	Janney Montgomery Scott LLC	138,221	$4.98M	0.0%	-2.0%	0.695%
10/29/2021	Commonwealth Equity Services LLC	367,677	$13.23M	0.0%	+7.3%	1.848%
10/21/2021	Avantax Advisory Services Inc.	38,957	$1.40M	0.0%	+0.9%	0.195%
10/19/2021	Arkadios Wealth Advisors	27,177	$978K	0.1%	-4.4%	0.136%
10/19/2021	Fundamentun LLC	6,841	$246K	0.0%	N/A	0.034%

(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), CX Institutional ($7.80M), Bank of New York Mellon Corp ($6.64M), Arden Trust Co ($4.11M), Flow Traders U.S. LLC ($1.15M), Wealthcare Advisory Partners LLC ($354K), and Migdal Insurance & Financial Holdings Ltd. ($298K).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 12 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), S. R. Schill & Associates ($11.35K), CX Institutional ($5.94K), Arkadios Wealth Advisors ($5.78K), Strategic Blueprint LLC ($5.74K), 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 307,954 shares in the last 24 months. This purchase volume represents approximately $12.40M 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: Financial Engines Advisors L.L.C. ($102.51K), Arden Trust Co ($99.66K), Bank of New York Mellon Corp ($38.17K), Wealthcare Advisory Partners LLC ($10.52K), Arkadios Wealth Advisors ($2.37K), Comerica Bank ($1.04K), and EverSource Wealth Advisors LLC ($950.00).
How much institutional selling is happening at Franklin U.S. Low Volatility High Dividend Index ETF?: Institutional investors have sold a total of 255,479 shares in the last 24 months. This volume of shares sold represents approximately $15.24M in transactions.