Purchases and Sales Made in Q4 2025 in Franklin U.S. Low Volatility H (LVHD)
This table provides information about the institutional ownership of Franklin U.S. Low Volatility H (LVHD) during Q4 2025. The information is specifically focused on institutions that hold shares of FRANKLIN U.S. LOW VOLATILITY H.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.67K+ 88.76% |
$381K - $400K
|
20.6K
$826K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.8KNew |
$347K - $364K
|
8.8K
$354K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
8.05K+ 44.32% |
$317K - $333K
|
26.2K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.66K+ 40.43% |
$184K - $193K
|
16.2K
$651K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.94KNew |
$155K - $163K
|
3.94K
$158K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.37K+ 3.6% |
$54.1K - $56.8K
|
39.4K
$1.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
821+ 10.3% |
$32.4K - $34K
|
8.79K
$353K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
344New |
$13.6K - $14.2K
|
344
$13.8K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
324+ 4.54% |
$12.8K - $13.4K
|
7.45K
$300K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
198+ 1.38% |
$7.81K - $8.2K
|
14.5K
$583K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$5.92K - $6.21K
|
150
$6.03K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
59+ 1.21% |
$2.33K - $2.44K
|
4.94K
$199K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.9% |
$237 - $249
|
676
$27.2K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-250- 6.11% |
$9.87K - $10.4K
|
3.84K
$154K
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
SELL
|
- |
-1.06K- 64.71% |
$41.7K - $43.8K
|
577
$23.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.26K- 6.77% |
$49.6K - $52K
|
17.3K
$695K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.31K- 35.15% |
$51.5K - $54.1K
|
2.41K
$96.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.72K- 2.63% |
$67.9K - $71.2K
|
63.6K
$2.55M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
SELL
|
- |
-15K- 95.63% |
$593K - $622K
|
686
$27.6K
|
|