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PFG Private Wealth Management’s MarketDesk Focused US Dividend ETF FDIV Stock Holding History

PFG Private Wealth Management’s Portfolio FDIV Stock Details FDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-105
Closed -$2.83K – 245
2024
Q2 		$2.83K Hold
105
– – ﹤0.01% 186
2024
Q1 		$2.95K Sell
105
-897
-90% -$23.9K ﹤0.01% 174
2023
Q4 		$26.6K Buy
+1,002
New +$24.7K 0.02% 98

Other funds holding FDIV

SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Private Wealth Management's FDIV Position: Q3 2024 in Review

PFG Private Wealth Management sold out of MarketDesk Focused US Dividend ETF (FDIV) in Q3 2024, closing a stake of 105 shares — an estimated $2.83K sold.

PFG Private Wealth Management first reported a position in FDIV in Q4 2023 and held it in 3 quarters. The position peaked at $26.6K in Q4 2023. 9 funds tracked by Wall St. Rank hold FDIV as of Q3 2024.

  • PFG Private Wealth Management reported no remaining MarketDesk Focused US Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 105 MarketDesk Focused US Dividend ETF shares in Q3 2024, an estimated $2.83K.
  • PFG Private Wealth Management first reported a position in MarketDesk Focused US Dividend ETF in Q4 2023 and held it in 3 quarters.
  • PFG Private Wealth Management's MarketDesk Focused US Dividend ETF position peaked at $26.6K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held MarketDesk Focused US Dividend ETF as of Q3 2024.

Based on PFG Private Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.