IFP Advisors’s FlexShares Quality Dividend Dynamic Index Fund QDYN Stock Holding History

IFP Advisors’s Portfolio QDYN Stock Details QDYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10	Closed	-$1K	–	4611
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	3178
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	3192
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	2980
2021 Q1	$1K	Buy	+10	New	+$540	﹤0.01%	2915
2018 Q4	–	Sell	-461	Closed	-$21K	–	3951
2018 Q3	$21K	Hold	461	–	–	﹤0.01%	2438
2018 Q2	$20K	Hold	461	–	–	﹤0.01%	2478
2018 Q1	$20K	Hold	461	–	–	﹤0.01%	2399
2017 Q4	$20K	Hold	461	–	–	﹤0.01%	2435
2017 Q3	$19K	Sell	461 -129	-22%	-$5.22K	﹤0.01%	2640
2017 Q2	$24K	Hold	590	–	–	﹤0.01%	2483
2017 Q1	$24K	Hold	590	–	–	﹤0.01%	2389
2016 Q4	$23K	Buy	+590	New	+$21.8K	﹤0.01%	2368

Other funds holding QDYN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's QDYN Position: Q1 2022 in Review

IFP Advisors sold out of FlexShares Quality Dividend Dynamic Index Fund (QDYN) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

IFP Advisors first reported a position in QDYN in Q4 2016 and held it in 12 quarters. The position peaked at $24K in Q2 2017. 12 funds tracked by Wall St. Rank hold QDYN as of Q1 2022.

IFP Advisors reported no remaining FlexShares Quality Dividend Dynamic Index Fund position as of Q1 2022 after selling out during the quarter.
IFP Advisors sold 10 FlexShares Quality Dividend Dynamic Index Fund shares in Q1 2022, an estimated $1K.
IFP Advisors first reported a position in FlexShares Quality Dividend Dynamic Index Fund in Q4 2016 and held it in 12 quarters.
IFP Advisors's FlexShares Quality Dividend Dynamic Index Fund position peaked at $24K in Q2 2017.
12 funds tracked by Wall St. Rank held FlexShares Quality Dividend Dynamic Index Fund as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.