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Matthew Hamilton Rosenberg’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio DIVI Stock Details DIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-333
Closed -$9.99K – 821
2024
Q4 		$9.99K Buy
+333
New +$10.4K ﹤0.01% 623

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Matthew Hamilton Rosenberg's DIVI Position: Q1 2025 in Review

Matthew Hamilton Rosenberg sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q1 2025, closing a stake of 333 shares — an estimated $9.99K sold.

Matthew Hamilton Rosenberg first reported a position in DIVI in Q4 2024 and held it in 1 quarter. The position peaked at $9.99K in Q4 2024. 133 funds tracked by Wall St. Rank hold DIVI as of Q1 2025.

  • Matthew Hamilton Rosenberg reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q1 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 333 Franklin International Core Dividend Tilt Index ETF shares in Q1 2025, an estimated $9.99K.
  • Matthew Hamilton Rosenberg first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2024 and held it in 1 quarter.
  • Matthew Hamilton Rosenberg's Franklin International Core Dividend Tilt Index ETF position peaked at $9.99K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q1 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2025, filed 28 Apr 2025.