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

IFP 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
2023 Q1	–	Sell	-4,733	Closed	-$147K	–	4485
2022 Q4	$147K	Sell	4,733 -180	-4%	-$8.19K	﹤0.01%	1520
2022 Q3	$153K	Hold	4,913	–	–	﹤0.01%	1580
2022 Q2	$153K	Hold	4,913	–	–	﹤0.01%	1445
2022 Q1	$153K	Buy	+4,913	New	+$238K	﹤0.01%	1445
2019 Q1	–	Sell	-200	Closed	-$6K	–	3520
2018 Q4	$6K	Sell	200 -750	-79%	-$23.5K	﹤0.01%	2789
2018 Q3	$31K	Hold	950	–	–	﹤0.01%	2193
2018 Q2	$29K	Hold	950	–	–	﹤0.01%	2255
2018 Q1	$29K	Hold	950	–	–	﹤0.01%	2165
2017 Q4	$29K	Hold	950	–	–	﹤0.01%	2191
2017 Q3	$27K	Buy	950 +250	+36%	+$7.01K	﹤0.01%	2422
2017 Q2	$20K	Buy	+700	New	+$19.1K	﹤0.01%	2597

Other funds holding INCE

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

IFP Advisors's INCE Position: Q1 2023 in Review

IFP Advisors sold out of Franklin Income Equity Focus ETF (INCE) in Q1 2023, closing a stake of 4,733 shares — an estimated $147K sold.

IFP Advisors first reported a position in INCE in Q2 2017 and held it in 11 quarters. The position peaked at $153K in Q3 2022. 30 funds tracked by Wall St. Rank hold INCE as of Q1 2023.

IFP Advisors reported no remaining Franklin Income Equity Focus ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 4,733 Franklin Income Equity Focus ETF shares in Q1 2023, an estimated $147K.
IFP Advisors first reported a position in Franklin Income Equity Focus ETF in Q2 2017 and held it in 11 quarters.
IFP Advisors's Franklin Income Equity Focus ETF position peaked at $153K in Q3 2022.
30 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.