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Medallion Wealth Advisors’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Medallion Wealth 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
Q1 		$87.7K Hold
1,700
– – 0.03% 383
2025
Q4 		$90.4K Hold
1,700
– – 0.03% 370
2025
Q3 		$89.1K Hold
1,700
– – 0.03% 368
2025
Q2 		$82K Buy
1,700
+240
+16% +$10.7K 0.03% 379
2025
Q1 		$63.9K Hold
1,460
– – 0.03% 380
2024
Q4 		$64.4K Buy
+1,460
New +$66.9K 0.03% 367

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Medallion Wealth Advisors's UDIV Position: Q1 2026 in Review

Medallion Wealth Advisors held its Franklin US Core Dividend Tilt Index ETF (UDIV) position steady in Q1 2026 at 1,700 shares worth $87.7K. The position accounts for 0.03% of the portfolio, ranked #383.

Medallion Wealth Advisors first reported a position in UDIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $90.4K in Q4 2025. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

  • Medallion Wealth Advisors held 1,700 shares of Franklin US Core Dividend Tilt Index ETF worth $87.7K as of Q1 2026.
  • Medallion Wealth Advisors left its Franklin US Core Dividend Tilt Index ETF share count unchanged in Q1 2026.
  • Franklin US Core Dividend Tilt Index ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #383 holding.
  • Medallion Wealth Advisors first reported a position in Franklin US Core Dividend Tilt Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Franklin US Core Dividend Tilt Index ETF position peaked at $90.4K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.