Cornerstone Wealth Management’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Cornerstone Wealth Management’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
2018 Q3	–	Sell	-33,900	Closed	-$1.25M	–	1552
2018 Q2	$1.25M	Buy	+33,900	New	+$947K	0.01%	687

Other funds holding UDIV

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

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

LTFS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SWP

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Cornerstone Wealth Management's UDIV Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q3 2018, closing a stake of 33,900 shares — an estimated $1.25M sold.

Cornerstone Wealth Management first reported a position in UDIV in Q2 2018 and held it in 1 quarter. The position peaked at $1.25M in Q2 2018. 14 funds tracked by Wall St. Rank hold UDIV as of Q3 2018.

Cornerstone Wealth Management reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q3 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 33,900 Franklin US Core Dividend Tilt Index ETF shares in Q3 2018, an estimated $1.25M.
Cornerstone Wealth Management first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2018 and held it in 1 quarter.
Cornerstone Wealth Management's Franklin US Core Dividend Tilt Index ETF position peaked at $1.25M in Q2 2018.
14 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.