Cetera Investment Advisers UDIV — FRANKLIN TEMPLETON ETF TR

Ownership history in Cetera Investment Advisers  ·  30 quarters on record

AI Ownership Summary

Cetera Investment Advisers reported FRANKLIN TEMPLETON ETF TR (UDIV) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows UDIV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UDIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cetera Investment Advisers's position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UDIV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UDIV stock page Cetera Investment Advisers fund profile Cetera Investment Advisers full holdings
How Cetera Investment Advisers held UDIV — position size vs. price
% of Fund (quarterly)    UDIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 52,400 +3,692 +7.6% 0.00% $2.8M 2026-02-14 (Est.) $53.98
2025 Q3 ADDED — — — 48,708 +22,063 +82.8% 0.00% $2.6M 2025-11-14 $51.97
2025 Q2 ADDED — — — 26,645 +1,412 +5.6% 0.00% $1.3M 2025-08-08 $49.28
2025 Q1 ADDED — — — 25,233 +56 +0.2% 0.00% $1.1M 2025-05-06 $42.61
2024 Q4 REDUCED — — — 25,177 -195 -0.8% 0.00% $1.1M 2025-02-14 $46.48
2024 Q3 REDUCED 5.6% +2.7% ❌ 25,372 -1,505 -5.6% 0.00% $1.1M 2024-11-13 $45.18
2024 Q2 ADDED — — — 26,877 +12,026 +81.0% 0.00% $1.1M 2024-08-22 $41.81
2024 Q1 REDUCED 62.9% +5.2% ❌ 14,851 -25,171 -62.9% 0.01% $600K 2024-05-15 $39.53
2023 Q4 REDUCED 5.1% +9.4% ❌ 40,022 -2,138 -5.1% 0.01% $1.5M 2024-02-13 $36.46
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UDIV

As of 2026 Q1 — sorted by position size

BAM Wealth Management, LLC 0.89% Total Clarity Wealth Management, Inc. 3Y 0.08% Medallion Wealth Advisors, LLC 0.03% Koshinski Asset Management, Inc. 3Y 7Y 0.01% TRUIST FINANCIAL CORP 3Y 7Y 0.0%

FAQ About Cetera Investment Advisers and UDIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cetera Investment Advisers reported owning UDIV?

Cetera Investment Advisers reported UDIV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UDIV position in Cetera Investment Advisers's portfolio?

The largest reported portfolio weight for UDIV was 0.01% in 2023 Q4.

What is the latest reported UDIV position on this page?

The most recent filing on this page is 2025 Q4, when Cetera Investment Advisers reported 52,400 shares, equal to 0.00% of portfolio, with an estimated market value of $2.8M.

What does the chart on this UDIV ownership page compare?

The chart compares Cetera Investment Advisers's quarterly UDIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cetera Investment Advisers time their UDIV position?

Based on 13F filing dates vs. subsequent UDIV price moves, Cetera Investment Advisers correctly timed 18 out of 29 reported position changes (62%). The annualised alpha on UDIV relative to SPY over the holding period was -3.4%.

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