Retirement Group’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Retirement Group’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	$3K	Buy	+97	New	+$2.9K	﹤0.01%	506

Other funds holding UDIV

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

Retirement Group's UDIV Position: Q4 2019 in Review

Retirement Group opened a new position in Franklin US Core Dividend Tilt Index ETF (UDIV) in Q4 2019: 97 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings.

17 funds tracked by Wall St. Rank hold UDIV as of Q4 2019.

Retirement Group held 97 shares of Franklin US Core Dividend Tilt Index ETF worth $3K as of Q4 2019.
Franklin US Core Dividend Tilt Index ETF was a new Retirement Group position in Q4 2019.
Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Retirement Group's portfolio in Q4 2019, its #506 holding.
17 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q4 2019.

Based on Retirement Group's 13F filing for Q4 2019, filed 30 Aug 2021.