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Founders Financial Alliance’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Founders Financial Alliance’s Portfolio EFAD Stock Details EFAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,264
Closed -$51K – 660
2020
Q3 		$51K Buy
+1,264
New +$49K 0.03% 368

Other funds holding EFAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Alliance's EFAD Position: Q4 2020 in Review

Founders Financial Alliance sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q4 2020, closing a stake of 1,264 shares — an estimated $51K sold.

Founders Financial Alliance first reported a position in EFAD in Q3 2020 and held it in 1 quarter. The position peaked at $51K in Q3 2020. 32 funds tracked by Wall St. Rank hold EFAD as of Q4 2020.

  • Founders Financial Alliance reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,264 ProShares MSCI EAFE Dividend Growers ETF shares in Q4 2020, an estimated $51K.
  • Founders Financial Alliance first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's ProShares MSCI EAFE Dividend Growers ETF position peaked at $51K in Q3 2020.
  • 32 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.