The VettaFi New Frontier U.S. Dividend Select Index (NFUS) delivered a mixed performance in March, as strong gains in energy and materials stocks were offset by weakness in several high-weight constituents. The index — tracked by the Franklin International Dividend Booster Index ETF (XUDV) through a full replication strategy — declined approximately 2.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,076 | $293,292.48 | $356,536.44 | $63,243.96 | 21.56% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 128 | $3,389.44 | $4,122.88 | $733.44 | 21.64% |
| RFL Rossby Financial LLC Rossby Financial LLC | 3,594 | $101,223 | $117,398.01 | $16,175.01 | 15.98% |
Invested Advisors Invested Advisors | 20,924 | $554,143.92 | $681,180.82 | $127,036.9 | 22.92% |
| ARCA Exchange | US Country |
This fund specializes in aligning its investment outcomes with the performance of a specific index designed to generate excess dividend yield when compared to the broader U.S. large cap equity market. The fund aims to achieve this objective while effectively managing volatility, providing investors with potential for enhanced income through dividends alongside a careful approach to risk management. This distinct strategy allows investors to benefit from dividend income in a structured manner that mirrors the underlying index's performance, ensuring they are aligned with market trends and maximizing their investment potential.