FGA
INCE

Fortis Group Advisors’s Franklin Income Equity Focus ETF INCE Stock Holding History

Fortis Group Advisors’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
2026
Q1 		$984K Sell
14,720
-694
-5% -$45K 0.16% 139
2025
Q4 		$995K Sell
15,414
-686
-4% -$41.1K 0.17% 144
2025
Q3 		$953K Sell
16,100
-361
-2% -$21.2K 0.16% 121
2025
Q2 		$939K Sell
16,461
-644
-4% -$35.4K 0.17% 117
2025
Q1 		$961K Sell
17,105
-992
-5% -$56.4K 0.19% 110
2024
Q4 		$1M Buy
18,097
+324
+2% +$18.8K 0.19% 97
2024
Q3 		$1.03M Sell
17,773
-417
-2% -$23.3K 0.19% 91
2024
Q2 		$979K Buy
18,190
+208
+1% +$11.1K 0.19% 78
2024
Q1 		$983K Buy
+17,982
New +$949K 0.18% 94

Other funds holding INCE

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return