Raymond James Financial
UDIV icon

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
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

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial's UDIV Position: Q1 2026 in Review

Raymond James Financial increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 6.7% in Q1 2026, buying an estimated $301K and bringing the position to 89,006 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Raymond James Financial first reported a position in UDIV in Q2 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

  • Raymond James Financial held 89,006 shares of Franklin US Core Dividend Tilt Index ETF worth $4.59M as of Q1 2026.
  • Raymond James Financial bought 5,607 Franklin US Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $301K.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2658 holding.
  • Raymond James Financial first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.