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Franklin Income Focus ETF

27 hedge funds and large institutions have $85M invested in Franklin Income Focus ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

93% more funds holding

Funds holding: 1427 (+13)

10% more capital invested

Capital invested by funds: $77.4M → $85M (+$7.55M)

14.15% less ownership

Funds ownership: 79.62%65.47% (-14%)

Holders
27
Holders Change
+13
Holders Change %
+92.86%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
8
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$19.9M +$19M +775,667 New
LPL Financial
2
LPL Financial
California
$10.5M +$6.17M +251,958 +159%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.1M +$9.66M +394,628 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.16M +$6.82M +278,488 New
SFS
5
Sowell Financial Services
Arkansas
$5.64M +$5.37M +219,450 New
NLP
6
Next Level Private
New York
$4.21M +$4.01M +163,869 New
Osaic Holdings
7
Osaic Holdings
Arizona
$4.19M +$3.85M +157,311 +2,768%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.13M +$2.98M +121,865 New
RJA
9
Raymond James & Associates
Florida
$2.85M +$2.31M +94,354 +572%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.44M +$1.56M +63,776 +203%
AI
11
Atria Investments
North Carolina
$2.25M +$2.15M +87,710 New
SIAS
12
Summit Investment Advisory Services
Minnesota
$2.07M +$1.98M +80,695 New
LI
13
LVZ Inc
Michigan
$1.81M +$1.72M +70,315 New
Stifel Financial
14
Stifel Financial
Missouri
$1.7M +$1.28M +52,153 +368%
LA
15
LexAurum Advisors
Kansas
$1.35M +$345K +14,075 +37%
SPIA
16
Steward Partners Investment Advisory
New York
$1.3M +$1.22M +49,850 +6,231%
AAS
17
Avantax Advisory Services
Texas
$1.26M +$1.2M +49,125 New
Lido Advisors
18
Lido Advisors
California
$998K +$951K +38,816 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$520K +$272K +11,123 +122%
KAS
20
Kestra Advisory Services
Texas
$436K +$415K +16,954 New
PTC
21
Private Trust Company
Ohio
$388K +$369K +15,085 New
PFS
22
Prospera Financial Services
Texas
$302K +$287K +11,733 New
PWM
23
Perigon Wealth Management
California
$225K +$215K +8,765 New
UBS Group
24
UBS Group
Switzerland
$48K +$45.8K +1,869 New
BC
25
Barrett & Company
Rhode Island
$38.5K