INCE

Franklin Income Equity Focus ETF
INCE

Overview Fund Activity

39 hedge funds and large institutions have $78.6M invested in Franklin Income Equity Focus ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
HTLF Bank
Colorado
$14.7M
2
GRP
2
Global Retirement Partners
California
$3.2M
3
FFN
3
Focus Financial Network
Minnesota
$1.46M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.33M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$38.6K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.43M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.66M
4
Citadel Advisors
4
Citadel Advisors
Florida
$343K
5
GWM
5
Geneos Wealth Management
Colorado
$98.2K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$19.3M 374,483 +19,521 +5%
HB
2
HTLF Bank
Colorado
$14.7M 283,648 +283,648 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.33M 103,113 +26,636 +35%
CTC
4
Central Trust Company
Missouri
$4.54M 87,821 +1,421 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.43M 85,812 -68,473 -44%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.25M 82,333 +12,644 +18%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.66M 70,888 -34,965 -33%
GRP
8
Global Retirement Partners
California
$3.2M 62,236 +62,236 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.38M 46,115 +506 +1%
KCFA
10
Key Client Fiduciary Advisors
New Jersey
$2.24M 43,321 +2,300 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2M 38,726 +20,672 +115%
DADC
12
D.A. Davidson & Co
Montana
$1.57M 30,475 +640 +2%
FFN
13
Focus Financial Network
Minnesota
$1.46M 28,351 +28,351 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.19M 23,045 +6,144 +36%
Goldman Sachs
15
Goldman Sachs
New York
$852K 16,499 – –
CWM
16
Cornerstone Wealth Management
Missouri
$741K 14,344 +14,344 New
OC
17
OxenFree Capital
Florida
$655K 12,669 +12,669 New
PAG
18
Private Advisor Group
New Jersey
$639K 12,364 +1,009 +9%
RJA
19
Raymond James & Associates
Florida
$577K 11,165 +4,240 +61%
ACM
20
AlphaStar Capital Management
North Carolina
$509K 9,855 -80 -0.8%
PS
21
Principal Securities
Iowa
$498K 9,641 +9,641 New
T
22
Tidemark
California
$439K 8,496 +8,496 New
CWM
23
Certus Wealth Management
California
$425K 8,232 +166 +2%
KAS
24
Kestra Advisory Services
Texas
$370K 7,159 +7,159 New
Mariner
25
Mariner
Kansas
$369K 7,146 -3,971 -36%
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