Bank of Montreal
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Bank of Montreal’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Bank of Montreal’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
2024
Q1 		– Sell
-3,555
Closed -$132K – 4338
2023
Q4 		$132K Buy
+3,555
New +$123K ﹤0.01% 3302

Other funds holding UDIV

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal's UDIV Position: Q1 2024 in Review

Bank of Montreal sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q1 2024, closing a stake of 3,555 shares — an estimated $132K sold.

Bank of Montreal first reported a position in UDIV in Q4 2023 and held it in 1 quarter. The position peaked at $132K in Q4 2023. 25 funds tracked by Wall St. Rank hold UDIV as of Q1 2024.

  • Bank of Montreal reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 3,555 Franklin US Core Dividend Tilt Index ETF shares in Q1 2024, an estimated $132K.
  • Bank of Montreal first reported a position in Franklin US Core Dividend Tilt Index ETF in Q4 2023 and held it in 1 quarter.
  • Bank of Montreal's Franklin US Core Dividend Tilt Index ETF position peaked at $132K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.