Financial Engines Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Financial Engines Advisors’s Portfolio DIV Stock Details DIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-17,627	Closed	-$294K	–	286
2023 Q2	$294K	Hold	17,627	–	–	﹤0.01%	250
2023 Q1	$308K	Hold	17,627	–	–	﹤0.01%	242
2022 Q4	$333K	Sell	17,627 -7,210	-29%	-$136K	﹤0.01%	241
2022 Q3	$437K	Hold	24,837	–	–	﹤0.01%	208
2022 Q2	$483K	Sell	24,837 -34	-0.1%	-$697	﹤0.01%	203
2022 Q1	$525K	Buy	+24,871	New	+$514K	﹤0.01%	198

Other funds holding DIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Engines Advisors's DIV Position: Q3 2023 in Review

Financial Engines Advisors sold out of Global X SuperDividend US ETF (DIV) in Q3 2023, closing a stake of 17,627 shares — an estimated $294K sold.

Financial Engines Advisors first reported a position in DIV in Q1 2022 and held it in 6 quarters. The position peaked at $525K in Q1 2022. 110 funds tracked by Wall St. Rank hold DIV as of Q3 2023.

Financial Engines Advisors reported no remaining Global X SuperDividend US ETF position as of Q3 2023 after selling out during the quarter.
Financial Engines Advisors sold 17,627 Global X SuperDividend US ETF shares in Q3 2023, an estimated $294K.
Financial Engines Advisors first reported a position in Global X SuperDividend US ETF in Q1 2022 and held it in 6 quarters.
Financial Engines Advisors's Global X SuperDividend US ETF position peaked at $525K in Q1 2022.
110 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2023.

Based on Financial Engines Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.