Franklin U.S. Core Dividend Tilt Index ETF (UDIV) Institutional Ownership

$39.21
+0.40 (+1.03%)
(As of 04/26/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for Franklin U.S. Core Dividend Tilt Index ETF (NYSEARCA:UDIV)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$37.48M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$263.86K
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UDIV Institutional Buying and Selling by Quarter

Franklin U.S. Core Dividend Tilt Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/9/2024Franklin Resources Inc.1,023,540$37.80M0.0%+4,444.0%157.468%
1/29/2024Koshinski Asset Management Inc.9,010$333K0.1%+47.8%1.386%
1/24/2024 Stratos Wealth Partners LTD.5,785$214K0.0%-4.9%0.890%
10/24/2023Bank of New York Mellon Corp12,872$426K0.0%-24.6%1.980%
10/24/2023 Stratos Wealth Partners LTD.6,085$201K0.0%-8.3%0.936%
10/18/2023Koshinski Asset Management Inc.6,095$202K0.0%-8.8%0.938%
8/4/2023Envestnet Asset Management Inc.40,934$1.41M0.0%+4.0%6.298%
7/31/2023LPL Financial LLC43,893$1.51M0.0%+28.4%5.852%
7/28/2023Koshinski Asset Management Inc.6,686$230K0.0%-24.9%0.891%
7/18/2023 Stratos Wealth Partners LTD.6,635$229K0.0%+5.6%0.885%
4/27/2023 Stratos Wealth Partners LTD.6,285$203K0.0%N/A0.838%
4/12/2023Koshinski Asset Management Inc.8,901$287K0.0%N/A1.047%
3/6/2023OLD Mission Capital LLC3,640$110K0.0%N/A0.428%
2/10/2023Franklin Resources Inc.27,732$835K0.0%N/A3.263%
2/10/2023Advisor Group Holdings Inc.68,859$2.07M0.0%N/A8.101%
(Data available from 1/1/2016 forward)

UDIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UDIV shares?

During the previous two years, the following institutional investors and hedge funds held shares of Franklin U.S. Core Dividend Tilt Index ETF shares: Franklin Resources Inc. ($37.80M), Advisor Group Holdings Inc. ($2.07M), LPL Financial LLC ($1.51M), Envestnet Asset Management Inc. ($1.41M), Bank of New York Mellon Corp ($426K), Koshinski Asset Management Inc. ($333K), and Stratos Wealth Partners LTD. ($214K).Learn more on UDIV's institutional investors.

Which institutional investors have been buying Franklin U.S. Core Dividend Tilt Index ETF stock?

The following institutional investors have purchased Franklin U.S. Core Dividend Tilt Index ETF stock in the last 24 months: Franklin Resources Inc. ($1.03M), Advisor Group Holdings Inc. ($68.86K), Koshinski Asset Management Inc. ($11.82K), LPL Financial LLC ($9.71K), Stratos Wealth Partners LTD. ($6.64K), OLD Mission Capital LLC ($3.64K), and Envestnet Asset Management Inc. ($1.57K).

How much institutional buying is happening at Franklin U.S. Core Dividend Tilt Index ETF?

Institutional investors have bought a total of 1,130,972 shares in the last 24 months. This purchase volume represents approximately $40.98M in transactions.

Which Franklin U.S. Core Dividend Tilt Index ETF major shareholders have been selling company stock?

The following institutional investors have sold Franklin U.S. Core Dividend Tilt Index ETF stock in the last 24 months: Bank of New York Mellon Corp ($4.20K), Koshinski Asset Management Inc. ($2.81K), and Stratos Wealth Partners LTD. ($850.00).

How much institutional selling is happening at Franklin U.S. Core Dividend Tilt Index ETF?

Institutional investors have sold a total of 7,853 shares in the last 24 months. This volume of shares sold represents approximately $263.86K in transactions.


This page (NYSEARCA:UDIV) was last updated on 4/29/2024 by MarketBeat.com Staff

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