FFN
INCE

Focus Financial Network’s Franklin Income Equity Focus ETF INCE Stock Holding History

Focus Financial Network’s Portfolio INCE Stock Details INCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-28,351
Closed -$1.46M – 773
2023
Q4 		$1.46M Buy
+28,351
New +$1.39M 0.06% 253

Other funds holding INCE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Financial Network's INCE Position: Q1 2024 in Review

Focus Financial Network sold out of Franklin Income Equity Focus ETF (INCE) in Q1 2024, closing a stake of 28,351 shares — an estimated $1.46M sold.

Focus Financial Network first reported a position in INCE in Q4 2023 and held it in 1 quarter. The position peaked at $1.46M in Q4 2023. 39 funds tracked by Wall St. Rank hold INCE as of Q1 2024.

  • Focus Financial Network reported no remaining Franklin Income Equity Focus ETF position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 28,351 Franklin Income Equity Focus ETF shares in Q1 2024, an estimated $1.46M.
  • Focus Financial Network first reported a position in Franklin Income Equity Focus ETF in Q4 2023 and held it in 1 quarter.
  • Focus Financial Network's Franklin Income Equity Focus ETF position peaked at $1.46M in Q4 2023.
  • 39 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.