IFP Advisors
BKDV icon

IFP Advisors’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

IFP Advisors’s Portfolio BKDV Stock Details BKDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.51M Buy
133,759
+41,886
+46% +$1.43M 0.08% 285
2026
Q2 		$3.08M Buy
91,873
+9,632
+12% +$310K 0.06% 368
2026
Q1 		$2.44M Buy
82,241
+7,027
+9% +$212K 0.05% 391
2025
Q4 		$2.18M Buy
75,214
+72,814
+3,034% +$2.06M 0.05% 393
2025
Q3 		$66.7K Buy
+2,400
New +$65.2K ﹤0.01% 1922

Other funds holding BKDV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
StoneCrest Wealth Management
StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

IFP Advisors's BKDV Position: Q3 2026 in Review

IFP Advisors increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 46% in Q3 2026, buying an estimated $1.43M and bringing the position to 133,759 shares worth $4.51M. The position accounts for 0.08% of the portfolio, ranked #285.

IFP Advisors first reported a position in BKDV in Q3 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold BKDV as of Q3 2026.

  • IFP Advisors held 133,759 shares of BNY Mellon Dynamic Value ETF worth $4.51M as of Q3 2026.
  • IFP Advisors bought 41,886 BNY Mellon Dynamic Value ETF shares in Q3 2026, an estimated $1.43M.
  • BNY Mellon Dynamic Value ETF made up 0.08% of IFP Advisors's portfolio in Q3 2026, its #285 holding.
  • IFP Advisors first reported a position in BNY Mellon Dynamic Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 51 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.