IFP Advisors’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

IFP Advisors’s Portfolio UDIV Stock Details UDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-200	Closed	-$5K	–	3390
2018 Q4	$5K	Sell	200 -430	-68%	-$11.6K	﹤0.01%	2872
2018 Q3	$18K	Hold	630	–	–	﹤0.01%	2520
2018 Q2	$17K	Hold	630	–	–	﹤0.01%	2587
2018 Q1	$18K	Hold	630	–	–	﹤0.01%	2458
2017 Q4	$18K	Hold	630	–	–	﹤0.01%	2494
2017 Q3	$18K	Buy	630 +250	+66%	+$7.06K	﹤0.01%	2675
2017 Q2	$11K	Buy	+380	New	+$10.5K	﹤0.01%	2961

Other funds holding UDIV

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

IFP Advisors's UDIV Position: Q1 2019 in Review

IFP Advisors sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q1 2019, closing a stake of 200 shares — an estimated $5K sold.

IFP Advisors first reported a position in UDIV in Q2 2017 and held it in 7 quarters. The position peaked at $18K in Q3 2018. 13 funds tracked by Wall St. Rank hold UDIV as of Q1 2019.

IFP Advisors reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 200 Franklin US Core Dividend Tilt Index ETF shares in Q1 2019, an estimated $5K.
IFP Advisors first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2017 and held it in 7 quarters.
IFP Advisors's Franklin US Core Dividend Tilt Index ETF position peaked at $18K in Q3 2018.
13 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.