Raymond James Financial’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Raymond James Financial’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 Q2	$6.02M	Buy	100,143 +11,137	+13%	+$647K	﹤0.01%	2591
2026 Q1	$4.59M	Buy	89,006 +5,607	+7%	+$301K	﹤0.01%	2658
2025 Q4	$4.43M	Buy	83,399 +9,869	+13%	+$521K	﹤0.01%	2612
2025 Q3	$3.85M	Buy	73,530 +21,097	+40%	+$1.06M	﹤0.01%	2654
2025 Q2	$2.53M	Buy	+52,433	New	+$2.33M	﹤0.01%	2888

Other funds holding UDIV

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Raymond James Financial's UDIV Position: Q2 2026 in Review

Raymond James Financial increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 13% in Q2 2026, buying an estimated $647K and bringing the position to 100,143 shares worth $6.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

Raymond James Financial first reported a position in UDIV in Q2 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

Raymond James Financial held 100,143 shares of Franklin US Core Dividend Tilt Index ETF worth $6.02M as of Q2 2026.
Raymond James Financial bought 11,137 Franklin US Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $647K.
Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2591 holding.
Raymond James Financial first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2025 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.