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Fiduciary Alliance’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-77,260
Closed -$2.26M – 358
2023
Q2 		$2.26M Buy
+77,260
New +$2.26M 0.48% 52

Other funds holding DIVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VIA
Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Fiduciary Alliance's DIVI Position: Q3 2023 in Review

Fiduciary Alliance sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q3 2023, closing a stake of 77,260 shares — an estimated $2.26M sold.

Fiduciary Alliance first reported a position in DIVI in Q2 2023 and held it in 1 quarter. The position peaked at $2.26M in Q2 2023. 73 funds tracked by Wall St. Rank hold DIVI as of Q3 2023.

  • Fiduciary Alliance reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 77,260 Franklin International Core Dividend Tilt Index ETF shares in Q3 2023, an estimated $2.26M.
  • Fiduciary Alliance first reported a position in Franklin International Core Dividend Tilt Index ETF in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's Franklin International Core Dividend Tilt Index ETF position peaked at $2.26M in Q2 2023.
  • 73 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.