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QDEF icon

IFP Advisors’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

IFP Advisors’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-235
Closed -$16.5K – 4568
2024
Q4 		$16.5K Hold
235
– – ﹤0.01% 2332
2024
Q3 		$16.8K Buy
+235
New +$16.1K ﹤0.01% 2211
2023
Q3 		– Sell
-16
Closed -$880 – 3500
2023
Q2 		$880 Hold
16
– – ﹤0.01% 3108
2023
Q1 		$705 Hold
16
– – ﹤0.01% 3140
2022
Q4 		$1K Hold
16
– – ﹤0.01% 4452
2022
Q3 		$1K Buy
16
+1
+7% +$51 ﹤0.01% 4654
2022
Q2 		$1K Hold
15
– – ﹤0.01% 4427
2022
Q1 		$1K Hold
15
– – ﹤0.01% 4425
2021
Q4 		$1K Sell
15
-2,699
-99% -$152K ﹤0.01% 3090
2021
Q3 		$145K Sell
2,714
-6,771
-71% -$373K ﹤0.01% 1117
2021
Q2 		$510K Buy
9,485
+475
+5% +$25.2K 0.01% 545
2021
Q1 		$461K Buy
9,010
+2,062
+30% +$102K 0.01% 547
2020
Q4 		$333K Sell
6,948
-3,273
-32% -$151K 0.01% 626
2020
Q3 		$452K Buy
10,221
+683
+7% +$30.1K 0.03% 458
2020
Q2 		$393K Buy
9,538
+1,340
+16% +$54.4K 0.03% 464
2020
Q1 		$306K Buy
8,198
+5,723
+231% +$254K 0.03% 450
2019
Q4 		$120K Buy
2,475
+1,709
+223% +$79.7K 0.01% 858
2019
Q3 		$35K Buy
+766
New +$34.7K ﹤0.01% 1521
2019
Q1 		– Sell
-1,698
Closed -$66K – 3181
2018
Q4 		$66K Sell
1,698
-817
-32% -$36K ﹤0.01% 1438
2018
Q3 		$118K Sell
2,515
-479
-16% -$22.2K ﹤0.01% 1375
2018
Q2 		$133K Buy
2,994
+1,539
+106% +$68K 0.01% 1321
2018
Q1 		$64K Hold
1,455
– – ﹤0.01% 1666
2017
Q4 		$64K Buy
+1,455
New +$62.4K ﹤0.01% 1683
2017
Q2 		– Sell
-6,418
Closed -$257K – 4182
2017
Q1 		$257K Buy
6,418
+1,532
+31% +$60.7K 0.01% 993
2016
Q4 		$189K Buy
4,886
+2,750
+129% +$104K 0.01% 1087
2016
Q3 		$80K Buy
+2,136
New +$80.6K ﹤0.01% 1513

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's QDEF Position: Q1 2025 in Review

IFP Advisors sold out of FlexShares Quality Dividend Defensive Index Fund (QDEF) in Q1 2025, closing a stake of 235 shares — an estimated $16.5K sold.

IFP Advisors first reported a position in QDEF in Q3 2016 and held it in 26 quarters. The position peaked at $510K in Q2 2021. 88 funds tracked by Wall St. Rank hold QDEF as of Q1 2025.

  • IFP Advisors reported no remaining FlexShares Quality Dividend Defensive Index Fund position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 235 FlexShares Quality Dividend Defensive Index Fund shares in Q1 2025, an estimated $16.5K.
  • IFP Advisors first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q3 2016 and held it in 26 quarters.
  • IFP Advisors's FlexShares Quality Dividend Defensive Index Fund position peaked at $510K in Q2 2021.
  • 88 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.