Janney Montgomery Scott
UDIV icon

Janney Montgomery Scott’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Janney Montgomery Scott’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
2025
Q2 		– Sell
-5,011
Closed -$219K – 2832
2025
Q1 		$219K Sell
5,011
-430
-8% -$19.7K ﹤0.01% 2485
2024
Q4 		$247K Hold
5,441
– – ﹤0.01% 2434
2024
Q3 		$243K Buy
5,441
+100
+2% +$4.3K ﹤0.01% 2417
2024
Q2 		$225K Buy
+5,341
New +$216K ﹤0.01% 2387

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Janney Montgomery Scott's UDIV Position: Q2 2025 in Review

Janney Montgomery Scott sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q2 2025, closing a stake of 5,011 shares — an estimated $219K sold.

Janney Montgomery Scott first reported a position in UDIV in Q2 2024 and held it in 4 quarters. The position peaked at $247K in Q4 2024. 36 funds tracked by Wall St. Rank hold UDIV as of Q2 2025.

  • Janney Montgomery Scott reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 5,011 Franklin US Core Dividend Tilt Index ETF shares in Q2 2025, an estimated $219K.
  • Janney Montgomery Scott first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2024 and held it in 4 quarters.
  • Janney Montgomery Scott's Franklin US Core Dividend Tilt Index ETF position peaked at $247K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.