Cetera Investment Advisers
XUDV

Cetera Investment Advisers’s Franklin U.S. Dividend Booster Index ETF XUDV Stock Holding History

Cetera Investment Advisers’s Portfolio XUDV Stock Details XUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.68M Sell
165,734
-7,298
-4% -$206K 0.01% 1547
2025
Q4 		$4.58M Buy
173,032
+1,769
+1% +$46.8K 0.01% 1515
2025
Q3 		$4.58M Buy
171,263
+4,846
+3% +$128K 0.01% 1468
2025
Q2 		$4.25M Buy
+166,417
New +$4.04M 0.01% 1301

Other funds holding XUDV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
Invested Advisors State College, Pennsylvania $113M AUM 23.72% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cetera Investment Advisers's XUDV Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Franklin U.S. Dividend Booster Index ETF (XUDV) stake by 4.2% in Q1 2026, selling an estimated $206K and leaving 165,734 shares worth $4.68M. The position accounts for 0.01% of the portfolio, ranked #1547.

Cetera Investment Advisers first reported a position in XUDV in Q2 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold XUDV as of Q1 2026.

  • Cetera Investment Advisers held 165,734 shares of Franklin U.S. Dividend Booster Index ETF worth $4.68M as of Q1 2026.
  • Cetera Investment Advisers sold 7,298 Franklin U.S. Dividend Booster Index ETF shares in Q1 2026, an estimated $206K.
  • Franklin U.S. Dividend Booster Index ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1547 holding.
  • Cetera Investment Advisers first reported a position in Franklin U.S. Dividend Booster Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Franklin U.S. Dividend Booster Index ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.