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Franklin Focused Dynamic Growth ETF

21 hedge funds and large institutions have $16.8M invested in Franklin Focused Dynamic Growth ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

92% more capital invested

Capital invested by funds: $8.75M → $16.8M (+$8.01M)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

31% more funds holding

Funds holding: 1621 (+5)

7.74% more ownership

Funds ownership: 14.17%21.91% (+7.7%)

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.91M +$1.39M +40,536 +34%
DADC
2
D.A. Davidson & Co
Montana
$2.06M +$1.92M +55,901 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.77M +$1.65M +48,101 New
PFG
4
Prosperity Financial Group
California
$1.55M +$281K +8,198 +24%
AAS
5
Avantax Advisory Services
Texas
$1.34M +$586K +17,083 +88%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.17M -$274K -7,985 -20%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$628K +$586K +17,078 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$607K +$566K +16,495 New
IFG
9
Independent Financial Group
California
$458K +$17.2K +500 +4%
AWM
10
Apollon Wealth Management
South Carolina
$383K -$17.2K -500 -5%
PFS
11
Prospera Financial Services
Texas
$300K +$279K +8,143 New
Stifel Financial
12
Stifel Financial
Missouri
$238K +$222K +6,483 New
ELI
13
Empire Life Investments
Ontario, Canada
$169K +$158K +4,600 New
IAIM
14
International Assets Investment Management
Florida
$117K +$109K +3,189 New
HI
15
Harbour Investments
Wisconsin
$30.5K -$4.36K -127 -13%
IGWM
16
ICA Group Wealth Management
Colorado
$16.8K
NA
17
NewEdge Advisors
Louisiana
$16.4K
NS
18
NBC Securities
Alabama
$6K
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.68K +$3.43K +100 New
SS
20
Sunbelt Securities
Texas
$3.53K
DPW
21
DiNuzzo Private Wealth
Pennsylvania
$1.07K
AWM
22
Axxcess Wealth Management
California
-$253K -7,450 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$210K -6,200 Closed
Jane Street
24
Jane Street
New York
-$208K -6,121 Closed
UBS Group
25
UBS Group
Switzerland
-$5.26K -155 Closed

FFOG Hedge Fund Activity: Q2 2024 in Review

21 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin Focused Dynamic Growth ETF (FFOG) for Q2 2024, worth a combined $16.8M — up 92% from $8.75M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FFOG positions and 4 closed out — a net gain of 5 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $1.92M. The largest seller was Osaic Holdings, cutting an estimated $274K.

  • 21 institutional investors held Franklin Focused Dynamic Growth ETF (FFOG) as of Q2 2024, up from 16 in Q1 2024.
  • Funds reported $16.8M of Franklin Focused Dynamic Growth ETF stock for Q2 2024, up 92% quarter-over-quarter.
  • 9 funds opened new Franklin Focused Dynamic Growth ETF positions in Q2 2024 and 4 closed out, a net change of +5 holders.
  • The largest Franklin Focused Dynamic Growth ETF buyer in Q2 2024 was D.A. Davidson & Co, an estimated $1.92M added.
  • The largest Franklin Focused Dynamic Growth ETF seller in Q2 2024 was Osaic Holdings, an estimated $274K sold.

Based on aggregated 13F filings for Q2 2024.