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Franklin Income Focus ETF

37 hedge funds and large institutions have $119M invested in Franklin Income Focus ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

19% more funds holding

Funds holding: 3137 (+6)

6% more capital invested

Capital invested by funds: $112M → $119M (+$6.69M)

17.1% less ownership

Funds ownership: 65.33%48.23% (-17%)

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21.7M +$4.39M +170,456 +25%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$19.9M -$690K -26,812 -3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.9M +$1.82M +70,645 +14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.4M +$1.26M +49,054 +10%
SFS
5
Sowell Financial Services
Arkansas
$6.55M -$613K -23,803 -9%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.15M +$3.66M +142,053 +148%
RJA
7
Raymond James & Associates
Florida
$5.49M +$818K +31,760 +18%
NLP
8
Next Level Private
New York
$5.17M +$418K +16,253 +9%
Stifel Financial
9
Stifel Financial
Missouri
$4.1M +$589K +22,890 +17%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.12M +$17.7K +688 +0.6%
Ameriprise
11
Ameriprise
Minnesota
$3.05M +$3.04M +118,203 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.97M +$588K +22,828 +43%
LI
13
LVZ Inc
Michigan
$1.9M +$44.6K +1,734 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.74M -$1.98M -76,749 -53%
SPIA
15
Steward Partners Investment Advisory
New York
$1.55M +$193K +7,510 +14%
KAS
16
Kestra Advisory Services
Texas
$1.05M +$130K +5,061 +14%
Lido Advisors
17
Lido Advisors
California
$912K -$19.4K -755 -2%
OMC
18
Old Mission Capital
Illinois
$812K +$808K +31,378 New
PFS
19
Prospera Financial Services
Texas
$677K +$81.2K +3,153 +14%
SWM
20
SFG Wealth Management
Maryland
$610K -$1.65K -64 -0.3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$604K -$5.46K -212 -0.9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$590K +$149K +5,798 +34%
PTC
23
Private Trust Company
Ohio
$422K
DC
24
Davenport & Co
Virginia
$392K +$390K +15,143 New
PWM
25
Perigon Wealth Management
California
$379K +$100K +3,895 +36%