Ladenburg Thalmann Financial Services’s Franklin Income Equity Focus ETF INCE Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$237K	Buy	6,240 +1,948	+45%	+$72.2K	﹤0.01%	2379
2019 Q3	$157K	Sell	4,292 -300	-7%	-$10.9K	﹤0.01%	2643
2019 Q2	$164K	Buy	+4,592	New	+$159K	﹤0.01%	2609

Other funds holding INCE

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

MCM

Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Ladenburg Thalmann Financial Services's INCE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Franklin Income Equity Focus ETF (INCE) stake by 45% in Q4 2019, buying an estimated $72.2K and bringing the position to 6,240 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Ladenburg Thalmann Financial Services first reported a position in INCE in Q2 2019 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold INCE as of Q4 2019.

Ladenburg Thalmann Financial Services held 6,240 shares of Franklin Income Equity Focus ETF worth $237K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,948 Franklin Income Equity Focus ETF shares in Q4 2019, an estimated $72.2K.
Franklin Income Equity Focus ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2379 holding.
Ladenburg Thalmann Financial Services first reported a position in Franklin Income Equity Focus ETF in Q2 2019 and has held it in 3 quarters since.
15 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.