Financial Partners Group (Kansas)’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Financial Partners Group (Kansas)’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 Q4	–	Sell	-215,359	Closed	-$5.99M	–	169
2023 Q3	$5.99M	Sell	215,359 -48,802	-18%	-$1.42M	1.23%	25
2023 Q2	$7.72M	Buy	264,161 +22,684	+9%	+$664K	1.56%	21
2023 Q1	$6.94M	Buy	241,477 +6,849	+3%	+$194K	1.54%	20
2022 Q4	$6.77M	Buy	+234,628	New	+$5.91M	1.49%	20

Other funds holding DIVI

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

RPGK

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

VIA

Vickerman Investment Advisors Spokane, Washington $515M AUM 19.07% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Financial Partners Group (Kansas)'s DIVI Position: Q4 2023 in Review

Financial Partners Group (Kansas) sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q4 2023, closing a stake of 215,359 shares — an estimated $5.99M sold.

Financial Partners Group (Kansas) first reported a position in DIVI in Q4 2022 and held it in 4 quarters. The position peaked at $7.72M in Q2 2023. 87 funds tracked by Wall St. Rank hold DIVI as of Q4 2023.

Financial Partners Group (Kansas) reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q4 2023 after selling out during the quarter.
Financial Partners Group (Kansas) sold 215,359 Franklin International Core Dividend Tilt Index ETF shares in Q4 2023, an estimated $5.99M.
Financial Partners Group (Kansas) first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2022 and held it in 4 quarters.
Financial Partners Group (Kansas)'s Franklin International Core Dividend Tilt Index ETF position peaked at $7.72M in Q2 2023.
87 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q4 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2023, filed 9 Feb 2024.