Ladenburg Thalmann Financial Services’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$2.05M	Buy	66,746 +3,103	+5%	+$92.9K	0.01%	867
2019 Q3	$1.85M	Buy	63,643 +2,915	+5%	+$84.3K	0.01%	851
2019 Q2	$1.77M	Buy	60,728 +12,023	+25%	+$343K	0.01%	860
2019 Q1	$1.37M	Buy	48,705 +2,592	+6%	+$71.1K	0.01%	977
2018 Q4	$1.18M	Buy	46,113 +1,095	+2%	+$29.5K	0.01%	944
2018 Q3	$1.26M	Buy	45,018 +4,484	+11%	+$126K	0.01%	976
2018 Q2	$1.15M	Hold	40,534	–	–	0.01%	989
2018 Q1	$1.15M	Buy	40,534 +2,344	+6%	+$68.1K	0.01%	989
2017 Q4	$1.11M	Buy	38,190 +8,010	+27%	+$228K	0.01%	1008
2017 Q3	$852K	Buy	30,180 +10,222	+51%	+$289K	0.01%	1097
2017 Q2	$555K	Buy	19,958 +13,812	+225%	+$383K	0.01%	1319
2017 Q1	$169K	Buy	6,146 +5,089	+481%	+$137K	﹤0.01%	2037
2016 Q4	$27K	Buy	1,057 +503	+91%	+$12.9K	﹤0.01%	3289
2016 Q3	$14K	Buy	+554	New	+$14.6K	﹤0.01%	3634

Other funds holding UDIV

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's UDIV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 4.9% in Q4 2019, buying an estimated $92.9K and bringing the position to 66,746 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #867.

Ladenburg Thalmann Financial Services first reported a position in UDIV in Q3 2016 and has held it in 14 quarters since. 17 funds tracked by Wall St. Rank hold UDIV as of Q4 2019.

Ladenburg Thalmann Financial Services held 66,746 shares of Franklin US Core Dividend Tilt Index ETF worth $2.05M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 3,103 Franklin US Core Dividend Tilt Index ETF shares in Q4 2019, an estimated $92.9K.
Franklin US Core Dividend Tilt Index ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #867 holding.
Ladenburg Thalmann Financial Services first reported a position in Franklin US Core Dividend Tilt Index ETF in Q3 2016 and has held it in 14 quarters since.
17 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.