Smart Money Group’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Smart Money Group’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	-34,819	Closed	-$1.04M	–	82
2024 Q4	$1.04M	Sell	34,819 -141,719	-80%	-$4.44M	0.36%	46
2024 Q3	$5.54M	Sell	176,538 -9,541	-5%	-$307K	1.98%	14
2024 Q2	$5.99M	Buy	186,079 +6,503	+4%	+$208K	2.14%	13
2024 Q1	$5.6M	Buy	179,576 +14,477	+9%	+$449K	2.18%	15
2023 Q4	$5.08M	Buy	165,099 +9,469	+6%	+$271K	2.21%	13
2023 Q3	$4.34M	Buy	+155,630	New	+$4.51M	2.06%	15

Other funds holding DIVI

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Smart Money Group's DIVI Position: Q1 2025 in Review

Smart Money Group sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q1 2025, closing a stake of 34,819 shares — an estimated $1.04M sold.

Smart Money Group first reported a position in DIVI in Q3 2023 and held it in 6 quarters. The position peaked at $5.99M in Q2 2024. 133 funds tracked by Wall St. Rank hold DIVI as of Q1 2025.

Smart Money Group reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q1 2025 after selling out during the quarter.
Smart Money Group sold 34,819 Franklin International Core Dividend Tilt Index ETF shares in Q1 2025, an estimated $1.04M.
Smart Money Group first reported a position in Franklin International Core Dividend Tilt Index ETF in Q3 2023 and held it in 6 quarters.
Smart Money Group's Franklin International Core Dividend Tilt Index ETF position peaked at $5.99M in Q2 2024.
133 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q1 2025.

Based on Smart Money Group's 13F filing for Q1 2025, filed 28 Apr 2025.