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Camarda Financial Advisors’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Camarda Financial Advisors’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
2020
Q1 		– Sell
-53,662
Closed -$1.65M – 45
2019
Q4 		$1.65M Buy
+53,662
New +$1.61M 3.5% 5

Other funds holding UDIV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Camarda Financial Advisors's UDIV Position: Q1 2020 in Review

Camarda Financial Advisors sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q1 2020, closing a stake of 53,662 shares — an estimated $1.65M sold.

Camarda Financial Advisors first reported a position in UDIV in Q4 2019 and held it in 1 quarter. The position peaked at $1.65M in Q4 2019. 14 funds tracked by Wall St. Rank hold UDIV as of Q1 2020.

  • Camarda Financial Advisors reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q1 2020 after selling out during the quarter.
  • Camarda Financial Advisors sold 53,662 Franklin US Core Dividend Tilt Index ETF shares in Q1 2020, an estimated $1.65M.
  • Camarda Financial Advisors first reported a position in Franklin US Core Dividend Tilt Index ETF in Q4 2019 and held it in 1 quarter.
  • Camarda Financial Advisors's Franklin US Core Dividend Tilt Index ETF position peaked at $1.65M in Q4 2019.
  • 14 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2020.

Based on Camarda Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.