Advisor Group’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Advisor Group’s Portfolio UDIV Stock Details UDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$135K	Buy	4,410 +857	+24%	+$25.6K	﹤0.01%	2710
2019 Q3	$103K	Hold	3,553	–	–	﹤0.01%	2868
2019 Q2	$104K	Hold	3,553	–	–	﹤0.01%	2834
2019 Q1	$100K	Hold	3,553	–	–	﹤0.01%	2862
2018 Q4	$91K	Buy	+3,553	New	+$95.7K	﹤0.01%	2719
2018 Q3	–	Sell	-2,125	Closed	-$58K	–	5225
2018 Q2	$58K	Buy	+2,125	New	+$59.4K	﹤0.01%	2967
2018 Q1	–	Sell	-400	Closed	-$12K	–	5068
2017 Q4	$12K	Hold	400	–	–	﹤0.01%	4000
2017 Q3	$11K	Buy	+400	New	+$11.3K	﹤0.01%	3923

Other funds holding UDIV

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Group's UDIV Position: Q4 2019 in Review

Advisor Group increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 24% in Q4 2019, buying an estimated $25.6K and bringing the position to 4,410 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2710.

Advisor Group first reported a position in UDIV in Q3 2017 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold UDIV as of Q4 2019.

Advisor Group held 4,410 shares of Franklin US Core Dividend Tilt Index ETF worth $135K as of Q4 2019.
Advisor Group bought 857 Franklin US Core Dividend Tilt Index ETF shares in Q4 2019, an estimated $25.6K.
Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2710 holding.
Advisor Group first reported a position in Franklin US Core Dividend Tilt Index ETF in Q3 2017 and has held it in 8 quarters since.
17 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.