How many shares of LVHD does Financial Engines Advisors L.L.C. own?

As of 2026-Q2, Financial Engines Advisors L.L.C. holds 379,995 shares of LVHD (LEGG MASON ETF INVT).

What is Financial Engines Advisors L.L.C.'s LVHD position worth?

As of 2026-Q2, Financial Engines Advisors L.L.C.'s LVHD position is worth $16.7M.

Is Financial Engines Advisors L.L.C. buying or selling LVHD?

In 2026-Q2, Financial Engines Advisors L.L.C. decreased their LVHD position (-60.7% change in shares).

When did Financial Engines Advisors L.L.C. first buy LVHD?

Based on available 13F filings, Financial Engines Advisors L.L.C. first reported a position in LVHD in 2018-Q4. They have held the position across 31 quarters.

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Financial Engines Advisors L.L.C.

LVLVHD
31 quarters

Position history for Financial Engines Advisors L.L.C.'s holdings in LEGG MASON ETF INVT

Current Value

$16.7M

Current Shares

379,995

Total Value Change

-$111.5M

Total Shares Change

-4.1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	379,995	-60.7%	$16.7M	0.0%	$43.63	0
2026-Q1	Decreased	967,226	-3.3%	$41.2M	0.1%	$41.88	0
2025-Q4	Decreased	999,974	-2.3%	$39.9M	0.1%	$39.17	0
2025-Q3	Decreased	1M	-3.3%	$42.3M	0.1%	$39.90	0
2025-Q2	Decreased	1.1M	-5.7%	$42.2M	0.1%	$38.16	0
2025-Q1	Decreased	1.1M	-0.0%	$46M	0.1%	$38.98	0
2024-Q4	Decreased	1.1M	-1.4%	$43.1M	0.1%	$36.43	0
2024-Q3	Decreased	1.1M	-1.5%	$46.4M	0.1%	$37.98	0
2024-Q2	Decreased	1.2M	-2.6%	$41.4M	0.1%	$33.08	0
2024-Q1	Decreased	1.2M	-0.1%	$43.7M	0.1%	$33.65	0
2023-Q4	Decreased	1.2M	-0.4%	$43.4M	0.1%	$33.07	0
2023-Q3	Decreased	1.2M	-1.6%	$40.4M	0.1%	$30.29	0
2023-Q2	Decreased	1.2M	-2.1%	$44.4M	0.1%	$32.47	0
2023-Q1	Decreased	1.2M	-2.9%	$46.1M	0.1%	$32.76	0
2022-Q4	Decreased	1.3M	-3.4%	$48.8M	0.1%	$33.38	0
2022-Q3	Decreased	1.3M	-4.3%	$45.1M	0.1%	$29.49	0
2022-Q2	Decreased	1.4M	-4.0%	$51.9M	0.2%	$32.27	0
2022-Q1	Decreased	1.4M	-38.4%	$57M	0.2%	$33.77	0
2021-Q4	Decreased	2.3M	-1.1%	$93.8M	0.2%	$34.00	0
2021-Q3	Decreased	2.4M	-3.9%	$84.8M	0.3%	$30.20	0
2021-Q2	Decreased	2.5M	-2.8%	$89.4M	0.3%	$30.41	0
2021-Q1	Decreased	2.5M	-5.3%	$88.1M	0.3%	$28.94	0
2020-Q4	Decreased	2.7M	-8.4%	$86.9M	0.3%	$26.79	0
2020-Q3	Decreased	2.9M	-4.2%	$86.1M	0.3%	$24.09	0
2020-Q2	Decreased	3M	-0.7%	$87.3M	0.4%	$23.18	0
2020-Q1	Decreased	3.1M	-30.6%	$78.8M	0.4%	$20.54	0
2019-Q4	Decreased	4.4M	-2.6%	$150.8M	0.7%	$27.14	0
2019-Q3	Increased	4.5M	+0.9%	$151.8M	0.8%	$26.36	43
2019-Q2	Decreased	4.5M	-2.6%	$144M	0.8%	$25.18	0
2019-Q1	Increased	4.6M	+2.8%	$146.2M	0.8%	$24.68	44
2018-Q4	New	4.5M	-	$128.2M	0.9%	$22.08	59

Other major holders of LVHD: Steward Partners Investment Advisory, LLC, FRANKLIN RESOURCES INC, Allworth Financial LP

LVLVHD31 quarters

LVLVHD
31 quarters