Raymond James Financial
XUDV

Raymond James Financial’s Franklin U.S. Dividend Booster Index ETF XUDV Stock Holding History

Raymond James Financial’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 		$1.82M Buy
64,480
+24,896
+63% +$703K ﹤0.01% 3432
2025
Q4 		$1.05M Buy
+39,584
New +$1.05M ﹤0.01% 3741

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Raymond James Financial increased its Franklin U.S. Dividend Booster Index ETF (XUDV) stake by 63% in Q1 2026, buying an estimated $703K and bringing the position to 64,480 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Raymond James Financial first reported a position in XUDV in Q4 2025 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold XUDV as of Q1 2026.

  • Raymond James Financial held 64,480 shares of Franklin U.S. Dividend Booster Index ETF worth $1.82M as of Q1 2026.
  • Raymond James Financial bought 24,896 Franklin U.S. Dividend Booster Index ETF shares in Q1 2026, an estimated $703K.
  • Franklin U.S. Dividend Booster Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3432 holding.
  • Raymond James Financial first reported a position in Franklin U.S. Dividend Booster Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Franklin U.S. Dividend Booster Index ETF as of Q1 2026.

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