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AllGen Financial Advisors’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

AllGen Financial Advisors’s Portfolio DIVI Stock Details DIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.7M Buy
414,857
+8,650
+2% +$367K 3.87% 9
2026
Q1 		$16.2M Buy
406,207
+16,726
+4% +$682K 3.84% 7
2025
Q4 		$15.1M Buy
389,481
+23,377
+6% +$892K 3.59% 8
2025
Q3 		$13.7M Buy
366,104
+62,981
+21% +$2.29M 3.36% 8
2025
Q2 		$10.8M Buy
+303,123
New +$10.3M 2.9% 9

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

AllGen Financial Advisors's DIVI Position: Q2 2026 in Review

AllGen Financial Advisors increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 2.1% in Q2 2026, buying an estimated $367K and bringing the position to 414,857 shares worth $17.7M. The position accounts for 3.87% of the portfolio, ranked #9.

AllGen Financial Advisors first reported a position in DIVI in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold DIVI as of Q2 2026.

  • AllGen Financial Advisors held 414,857 shares of Franklin International Core Dividend Tilt Index ETF worth $17.7M as of Q2 2026.
  • AllGen Financial Advisors bought 8,650 Franklin International Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $367K.
  • Franklin International Core Dividend Tilt Index ETF made up 3.87% of AllGen Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • AllGen Financial Advisors first reported a position in Franklin International Core Dividend Tilt Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 193 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2026.

Based on AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.