IHT Wealth Management’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

IHT Wealth Management’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
2018 Q2	–	Sell	-200	Closed	-$6K	–	1306
2018 Q1	$6K	Hold	200	–	–	﹤0.01%	1313
2017 Q4	$6K	Buy	+200	New	+$5.7K	﹤0.01%	1308

Other funds holding UDIV

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SWP

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

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

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

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

IHT Wealth Management's UDIV Position: Q2 2018 in Review

IHT Wealth Management sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q2 2018, closing a stake of 200 shares — an estimated $6K sold.

IHT Wealth Management first reported a position in UDIV in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 13 funds tracked by Wall St. Rank hold UDIV as of Q2 2018.

IHT Wealth Management reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 200 Franklin US Core Dividend Tilt Index ETF shares in Q2 2018, an estimated $6K.
IHT Wealth Management first reported a position in Franklin US Core Dividend Tilt Index ETF in Q4 2017 and held it in 2 quarters.
IHT Wealth Management's Franklin US Core Dividend Tilt Index ETF position peaked at $6K in Q1 2018.
13 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.