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
2026 Q3	$2.08M	Buy	+33,969	New	+$2.07M	0.04%	494
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

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

IFP Advisors's UDIV Position: Q3 2026 in Review

IFP Advisors opened a new position in Franklin US Core Dividend Tilt Index ETF (UDIV) in Q3 2026: 33,969 shares worth $2.08M. The stake represents 0.04% of the portfolio and ranks #494 among its holdings. This is a return to the name: IFP Advisors previously reported a position in UDIV as recently as Q4 2018.

IFP Advisors first reported a position in UDIV in Q2 2017 and has held it in 8 quarters since. 5 funds tracked by Wall St. Rank hold UDIV as of Q3 2026.

IFP Advisors held 33,969 shares of Franklin US Core Dividend Tilt Index ETF worth $2.08M as of Q3 2026.
Franklin US Core Dividend Tilt Index ETF was a new IFP Advisors position in Q3 2026.
Franklin US Core Dividend Tilt Index ETF made up 0.04% of IFP Advisors's portfolio in Q3 2026, its #494 holding.
IFP Advisors first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2017 and has held it in 8 quarters since.
5 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q3 2026.

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