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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
$38.84 +0.17 (+0.44%)
As of 01/17/2025 03:57 PM Eastern
Compare

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)
$644.29K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$8.18M
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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
1/15/2025 Arkadios Wealth Advisors10,471$402K0.0%+11.4%0.076%
12/26/2024JPMorgan Chase & Co.60,573$2.47M0.0%+8.6%0.419%
11/6/2024Mill 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%
8/14/2024Mill Creek Capital Advisors LLC28,661$1.03M0.0%-88.6%0.183%
7/9/2024Lynx Investment Advisory2,680$96K0.1%N/A0.017%
5/17/2024Comerica 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%
1/30/2024S. R. Schill & Associates5,649$205K0.1%N/A0.024%
1/4/2024Arden 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%
10/10/2023Arden 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%
7/14/2023Arden Trust Co117,153$4.30M0.7%+1.0%0.407%
5/2/2023 Arkadios Wealth Advisors10,227$381K0.0%-6.8%0.034%
5/1/2023Migdal 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%
2/9/2023EverSource 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%
1/26/2023S. 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%
8/12/2022Strategic 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%
7/12/2022Arden 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%
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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%
5/4/2022Envestnet 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%
4/28/2022Sovereign 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%
4/11/2022Arden 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%
2/3/2022 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%
2/1/2022 XML 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%
1/27/2022 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%
1/24/2022Avantax 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%
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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%
11/2/2021Raymond James & Associates47,854$1.72M0.0%+1.5%0.240%
11/1/2021 XML Financial LLC260,123$9.36M1.2%+2.7%1.307%
(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 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), JPMorgan Chase & Co. ($2.47M), Flow Traders U.S. LLC ($1.15M), and Mill Creek Capital Advisors LLC ($1.09M).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), Strategic Blueprint LLC ($5.74K), 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 308,608 shares in the last 24 months. This purchase volume represents approximately $12.23M 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 ($225.26K), Arden Trust Co ($69.30K), Financial Engines Advisors L.L.C. ($45.18K), Bank of New York Mellon Corp ($38.17K), Wealthcare Advisory Partners LLC ($10.52K), Arkadios Wealth Advisors ($2.37K), 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 392,792 shares in the last 24 months. This volume of shares sold represents approximately $16.87M in transactions.


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This page (NASDAQ:LVHD) was last updated on 1/21/2025 by MarketBeat.com Staff
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