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Franklin Focused Dynamic Growth ETF

30 hedge funds and large institutions have $47.5M invested in Franklin Focused Dynamic Growth ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

20% more funds holding

Funds holding: 2530 (+5)

4.72% less ownership

Funds ownership: 45.72%41% (-4.7%)

18% less capital invested

Capital invested by funds: $57.6M → $47.5M (-$10.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
11
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.2M +$4.28M +108,953 +27%
EMAM
2
Encompass More Asset Management
California
$5.46M +$427K +10,864 +9%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.2M +$1.81M +46,042 +55%
AAS
4
Avantax Advisory Services
Texas
$2.35M +$445K +11,328 +24%
Raymond James Financial
5
Raymond James Financial
Florida
$1.87M +$1.84M +46,762 New
DADC
6
D.A. Davidson & Co
Montana
$1.82M +$5.66K +144 +0.3%
PFG
7
Prosperity Financial Group
California
$1.73M +$178K +4,540 +12%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.46M +$310K +7,881 +28%
EH
9
Equitable Holdings
New York
$1.17M +$260K +6,602 +29%
ELI
10
Empire Life Investments
Ontario, Canada
$1.15M +$719K +18,300 +176%
IAA
11
Independent Advisor Alliance
North Carolina
$837K +$824K +20,951 New
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$798K
IFG
13
Independent Financial Group
California
$592K +$92.9K +2,364 +19%
Mariner
14
Mariner
Kansas
$567K +$558K +14,191 New
Citadel Advisors
15
Citadel Advisors
Florida
$477K -$261K -6,649 -36%
AWM
16
AE Wealth Management
Kansas
$429K +$422K +10,746 New
KAS
17
Kestra Advisory Services
Texas
$428K +$421K +10,722 New
Stifel Financial
18
Stifel Financial
Missouri
$383K +$71.1K +1,808 +23%
CSA
19
Cottage Street Advisors
Massachusetts
$238K
GWM
20
Geneos Wealth Management
Colorado
$131K +$129K +3,270 New
CFD
21
Creative Financial Designs
Indiana
$126K +$124K +3,142 New
HI
22
Harbour Investments
Wisconsin
$27.1K
NA
23
NewEdge Advisors
Louisiana
$17.8K
UBS Group
24
UBS Group
Switzerland
$14.4K +$14.2K +361 New
FFA
25
Farther Finance Advisors
California
$12.4K +$12.2K +311 New

FFOG Hedge Fund Activity: Q4 2024 in Review

30 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Focused Dynamic Growth ETF (FFOG) for Q4 2024, worth a combined $47.5M — down 18% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FFOG positions and 5 closed out — a net gain of 6 holders — while 11 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.28M. The largest seller was Franklin Resources, exiting entirely with an estimated $21.2M sold.

  • 30 institutional investors held Franklin Focused Dynamic Growth ETF (FFOG) as of Q4 2024, up from 25 in Q3 2024.
  • Funds reported $47.5M of Franklin Focused Dynamic Growth ETF stock for Q4 2024, down 18% quarter-over-quarter.
  • 11 funds opened new Franklin Focused Dynamic Growth ETF positions in Q4 2024 and 5 closed out, a net change of +6 holders.
  • The largest Franklin Focused Dynamic Growth ETF buyer in Q4 2024 was LPL Financial, an estimated $4.28M added.
  • The largest Franklin Focused Dynamic Growth ETF seller in Q4 2024 was Franklin Resources, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2024.