Fort Point Capital Partners’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Fort Point Capital Partners’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
2024 Q4	–	Sell	-9,052	Closed	-$300K	–	306
2024 Q3	$300K	Sell	9,052 -46	-0.5%	-$1.48K	0.04%	240
2024 Q2	$284K	Hold	9,098	–	–	0.04%	266
2024 Q1	$293K	Hold	9,098	–	–	0.04%	264
2023 Q4	$280K	Buy	+9,098	New	+$261K	0.04%	249

Other funds holding DIVI

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Fort Point Capital Partners's DIVI Position: Q4 2024 in Review

Fort Point Capital Partners sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q4 2024, closing a stake of 9,052 shares — an estimated $300K sold.

Fort Point Capital Partners first reported a position in DIVI in Q4 2023 and held it in 4 quarters. The position peaked at $300K in Q3 2024. 130 funds tracked by Wall St. Rank hold DIVI as of Q4 2024.

Fort Point Capital Partners reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q4 2024 after selling out during the quarter.
Fort Point Capital Partners sold 9,052 Franklin International Core Dividend Tilt Index ETF shares in Q4 2024, an estimated $300K.
Fort Point Capital Partners first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2023 and held it in 4 quarters.
Fort Point Capital Partners's Franklin International Core Dividend Tilt Index ETF position peaked at $300K in Q3 2024.
130 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q4 2024.

Based on Fort Point Capital Partners's 13F filing for Q4 2024, filed 11 Feb 2025.