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Get Institutions for : 
Franklin Income Focus Etf (INCM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 28    13
Total shares held : 
3,306,401  
% of shares held : 
36.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  21  
Amount of shares held : 
121,481  
% of shares held change : 
  1.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 1,941,411
 58.72%
 
Increased Positions :
9
 1,089,228
 32.94%
 
Unchanged Positions :
1
 1,500
 0.05%
 
Decreased Positions :
1
-699,397
-21.15%
 
Closed Positions :
4
-2,209,761
-66.83%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 312 - 2024-03-31 797,625 $20,802,000 21,958
   LPL FINANCIAL CORP 998 - 2024-03-31 669,226 $17,453,000 259,285
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 675 - 2024-03-31 507,263 $13,229,000 228,775
   ROYAL BANK OF CANADA 1373 - 2024-03-31 469,272 $12,239,000 74,644
   Sowell Financial Services LLC 72 - 2024-03-31 276,394 $7,208,000 56,944
   Next Level Private LLC 13 - 2024-03-31 183,826 $4,794,000 19,957
   RAYMOND JAMES & ASSOCIATES 1618 - 2024-03-31 180,354 $4,704,000 69,500
   ENVESTNET ASSET MANAGEMENT INC 2169 - 2024-03-31 143,927 $3,754,000 22,062
   STIFEL FINANCIAL CORP 1333 - 2024-03-31 135,512 $3,534,000 69,175
   COMMONWEALTH EQUITY SERVICES LLC. 1448 - 2024-03-31 119,845 $3,126,000 24,706
   Advisor Group Holdings Inc. 1529 - 2024-03-31 95,712 $2,489,000 -67,282
   ATRIA INVESTMENTS LLC 554 *New 2023-12-31 87,710 $2,254,000 87,710
   JANE STREET GROUP LLC 2256 - 2024-03-31 75,868 $1,979,000 75,868
   LVZ Advisors Inc. 34 - 2024-03-31 71,635 $1,868,000 1,320
   H D Vest Advisory Services 561 - 2024-03-31 69,158 $1,804,000 20,033
   Summit Investment Advisory Services LLC 15 - 2024-03-31 60,829 $1,586,000 -19,866
   Steward Partners Investment Advisory LLC 696 - 2024-03-31 52,421 $1,367,000 1,771
   FINANCIAL NETWORK 1267 *New 2024-03-31 51,343 $1,339,000 51,343
   Lido Advisors LLC 601 - 2024-03-31 35,896 $936,000 -2,920
   Kestra Advisory Services LLC 1280 - 2024-03-31 35,716 $931,000 18,762
   SFG Wealth Management LLC. 42 *New 2024-03-31 23,658 $617,000 23,658
   JANNEY MONTGOMERY SCOTT LLC 1811 - 2024-03-31 23,559 $614,000 3,336
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2360 *New 2024-03-31 17,000 $443,000 17,000
   PRIVATE TRUST CO NA 415 - 2024-03-31 16,336 $426,000 1,251
   PROSPERA FINANCIAL SERVICES 844 *New 2023-12-31 11,733 $302,000 11,733
   Perigon Wealth Management LLC 697 - 2024-03-31 10,765 $281,000 2,000
   BARRETT & COMPANY INC. 296 - 2024-03-31 1,500 $39,000 0
   HARBOUR INVESTMENTS INC. 1744 *New 2023-12-31 1,005 $26,000 1,005
   J P MORGAN CHASE & CO 5091 - 2024-03-31 224 $6,000 0
   SRS Capital Advisors Inc. 1074 *New 2024-03-31 60 $2,000 60
   LexAurum Advisors LLC 301 *Closed 2024-03-31 0 $0 -52,500
   UBS Group AG 7922 *Closed 2024-03-31 0 $0 -1,869
   PROEQUITIES INC. 10124 - 2024-03-31 0 $0 0

  33 Records found
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