First Heartland Consultants’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

First Heartland Consultants’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
2019 Q4	–	Sell	-7,272	Closed	-$212K	–	305
2019 Q3	$212K	Hold	7,272	–	–	0.05%	273
2019 Q2	$212K	Buy	+7,272	New	+$208K	0.05%	264

Other funds holding UDIV

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

LTFS

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

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

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

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

SWP

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Heartland Consultants's UDIV Position: Q4 2019 in Review

First Heartland Consultants sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q4 2019, closing a stake of 7,272 shares — an estimated $212K sold.

First Heartland Consultants first reported a position in UDIV in Q2 2019 and held it in 2 quarters. The position peaked at $212K in Q3 2019. 17 funds tracked by Wall St. Rank hold UDIV as of Q4 2019.

First Heartland Consultants reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q4 2019 after selling out during the quarter.
First Heartland Consultants sold 7,272 Franklin US Core Dividend Tilt Index ETF shares in Q4 2019, an estimated $212K.
First Heartland Consultants first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2019 and held it in 2 quarters.
First Heartland Consultants's Franklin US Core Dividend Tilt Index ETF position peaked at $212K in Q3 2019.
17 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q4 2019.

Based on First Heartland Consultants's 13F filing for Q4 2019, filed 13 Feb 2020.