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Franklin Focused Dynamic Growth ETF

25 hedge funds and large institutions have $57.6M invested in Franklin Focused Dynamic Growth ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

244% more capital invested

Capital invested by funds: $16.8M → $57.6M (+$40.8M)

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

23.81% more ownership

Funds ownership: 21.91%45.72% (+24%)

19% more funds holding

Funds holding: 2125 (+4)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
9
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$21.2M +$19.8M +550,000 New
LPL Financial
2
LPL Financial
California
$14.8M +$8.52M +236,270 +147%
EMAM
3
Encompass More Asset Management
California
$4.7M +$4.54M +125,886 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.13M +$2.41M +66,887 +392%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.86M +$1.03M +28,614 +59%
AAS
6
Avantax Advisory Services
Texas
$1.77M +$394K +10,938 +30%
DADC
7
D.A. Davidson & Co
Montana
$1.69M -$378K -10,494 -19%
PFG
8
Prosperity Financial Group
California
$1.44M -$118K -3,276 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.07M -$114K -3,166 -10%
EH
10
Equitable Holdings
New York
$847K +$819K +22,723 New
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$745K +$125K +3,470 +21%
Citadel Advisors
12
Citadel Advisors
Florida
$693K +$670K +18,593 New
AWM
13
Apollon Wealth Management
South Carolina
$529K +$136K +3,770 +36%
IFG
14
Independent Financial Group
California
$465K
ELI
15
Empire Life Investments
Ontario, Canada
$388K +$209K +5,800 +126%
Jane Street
16
Jane Street
New York
$377K +$365K +10,110 New
PFS
17
Prospera Financial Services
Texas
$367K +$61.5K +1,706 +21%
Stifel Financial
18
Stifel Financial
Missouri
$290K +$46.9K +1,301 +20%
CSA
19
Cottage Street Advisors
Massachusetts
$222K +$215K +5,959 New
HI
20
Harbour Investments
Wisconsin
$25.3K -$5.45K -151 -18%
NA
21
NewEdge Advisors
Louisiana
$16.6K
NS
22
NBC Securities
Alabama
$6K
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.73K
PS
24
Principal Securities
Iowa
$1.42K +$1.37K +38 New
DPW
25
DiNuzzo Private Wealth
Pennsylvania
$1.08K

FFOG Hedge Fund Activity: Q3 2024 in Review

25 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Focused Dynamic Growth ETF (FFOG) for Q3 2024, worth a combined $57.6M — up 244% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FFOG positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $19.8M. The largest seller was D.A. Davidson & Co, cutting an estimated $378K.

  • 25 institutional investors held Franklin Focused Dynamic Growth ETF (FFOG) as of Q3 2024, up from 21 in Q2 2024.
  • Funds reported $57.6M of Franklin Focused Dynamic Growth ETF stock for Q3 2024, up 244% quarter-over-quarter.
  • 7 funds opened new Franklin Focused Dynamic Growth ETF positions in Q3 2024 and 2 closed out, a net change of +5 holders.
  • The largest Franklin Focused Dynamic Growth ETF buyer in Q3 2024 was Franklin Resources, an estimated $19.8M added.
  • The largest Franklin Focused Dynamic Growth ETF seller in Q3 2024 was D.A. Davidson & Co, an estimated $378K sold.

Based on aggregated 13F filings for Q3 2024.