Financial Advocates Investment Management’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Financial Advocates Investment Management’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
2025 Q1	–	Sell	-10,620	Closed	-$319K	–	734
2024 Q4	$319K	Sell	10,620 -6,403	-38%	-$201K	0.02%	583
2024 Q3	$564K	Sell	17,023 -15,502	-48%	-$499K	0.03%	429
2024 Q2	$1.02M	Buy	32,525 +193	+0.6%	+$6.17K	0.06%	289
2024 Q1	$1.04M	Sell	32,332 -10,810	-25%	-$336K	0.06%	305
2023 Q4	$1.33M	Sell	43,142 -40,627	-48%	-$1.16M	0.09%	234
2023 Q3	$2.34M	Sell	83,769 -44,882	-35%	-$1.3M	0.17%	140
2023 Q2	$3.76M	Buy	128,651 +39,459	+44%	+$1.16M	0.27%	93
2023 Q1	$2.56M	Buy	+89,192	New	+$2.52M	0.18%	129

Other funds holding DIVI

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Advocates Investment Management's DIVI Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q1 2025, closing a stake of 10,620 shares — an estimated $319K sold.

Financial Advocates Investment Management first reported a position in DIVI in Q1 2023 and held it in 8 quarters. The position peaked at $3.76M in Q2 2023. 133 funds tracked by Wall St. Rank hold DIVI as of Q1 2025.

Financial Advocates Investment Management reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q1 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 10,620 Franklin International Core Dividend Tilt Index ETF shares in Q1 2025, an estimated $319K.
Financial Advocates Investment Management first reported a position in Franklin International Core Dividend Tilt Index ETF in Q1 2023 and held it in 8 quarters.
Financial Advocates Investment Management's Franklin International Core Dividend Tilt Index ETF position peaked at $3.76M in Q2 2023.
133 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.