Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q1 		$215K Sell
4,163
-88
-2% -$4.72K ﹤0.01% 3615
2025
Q4 		$226K Sell
4,251
-312
-7% -$16.5K ﹤0.01% 3476
2025
Q3 		$239K Sell
4,563
-775
-15% -$38.9K ﹤0.01% 3334
2025
Q2 		$257K Buy
5,338
+618
+13% +$27.5K ﹤0.01% 3112
2025
Q1 		$206K Sell
4,720
-871
-16% -$39.9K ﹤0.01% 3188
2024
Q4 		$254K Buy
5,591
+20
+0.4% +$917 ﹤0.01% 2987
2024
Q3 		$249K Sell
5,571
-564
-9% -$24.3K ﹤0.01% 2974
2024
Q2 		$258K Sell
6,135
-309
-5% -$12.5K ﹤0.01% 2825
2024
Q1 		$260K Buy
6,444
+779
+14% +$30K ﹤0.01% 2819
2023
Q4 		$209K Buy
+5,665
New +$195K ﹤0.01% 2869
2022
Q4 		– Sell
-7,263
Closed -$207K – 3212
2022
Q3 		$207K Sell
7,263
-14
-0.2% -$449 ﹤0.01% 2676
2022
Q2 		$231K Sell
7,277
-626
-8% -$21.5K ﹤0.01% 2599
2022
Q1 		$286K Sell
7,903
-660
-8% -$23.8K ﹤0.01% 2588
2021
Q4 		$313K Buy
8,563
+657
+8% +$23.4K ﹤0.01% 2493
2021
Q3 		$271K Buy
+7,906
New +$278K ﹤0.01% 2547

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Cambridge Investment Research Advisors's UDIV Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 2.1% in Q1 2026, selling an estimated $4.72K and leaving 4,163 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #3615.

Cambridge Investment Research Advisors first reported a position in UDIV in Q3 2021 and has held it in 15 quarters since. The position peaked at $313K in Q4 2021. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

  • Cambridge Investment Research Advisors held 4,163 shares of Franklin US Core Dividend Tilt Index ETF worth $215K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 88 Franklin US Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $4.72K.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3615 holding.
  • Cambridge Investment Research Advisors first reported a position in Franklin US Core Dividend Tilt Index ETF in Q3 2021 and has held it in 15 quarters since.
  • Cambridge Investment Research Advisors's Franklin US Core Dividend Tilt Index ETF position peaked at $313K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.