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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

  Page 1 of 1  
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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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 675 - 2024-03-31 507,263 $13,229,000 228,775
   LPL FINANCIAL CORP 1215 - 2023-12-31 409,941 $10,535,000 251,958
   ROYAL BANK OF CANADA 1444 - 2023-12-31 394,628 $10,142,000 394,628
   Sowell Financial Services LLC - 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
   Advisor Group Holdings Inc. 1316 - 2023-12-31 162,994 $4,189,000 157,311
   ENVESTNET ASSET MANAGEMENT INC 2188 *New 2023-12-31 121,865 $3,132,000 121,865
   COMMONWEALTH EQUITY SERVICES LLC. 1448 - 2024-03-31 119,845 $3,126,000 24,706
   ATRIA INVESTMENTS LLC 554 *New 2023-12-31 87,710 $2,254,000 87,710
   LVZ Advisors Inc. 34 - 2024-03-31 71,635 $1,868,000 1,320
   STIFEL FINANCIAL CORP 1783 - 2023-12-31 66,337 $1,705,000 52,153
   Summit Investment Advisory Services LLC 15 - 2024-03-31 60,829 $1,586,000 -19,866
   Steward Partners Investment Advisory LLC 638 - 2023-12-31 50,650 $1,302,000 49,850
   H D Vest Advisory Services 633 *New 2023-12-31 49,125 $1,263,000 49,125
   Lido Advisors LLC 551 *New 2023-12-31 38,816 $998,000 38,816
   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
   Kestra Advisory Services LLC 1592 *New 2023-12-31 16,954 $436,000 16,954
   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 - 2024-03-31 10,765 $281,000 2,000
   UBS Group AG 5275 *New 2023-12-31 1,869 $48,000 1,869
   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 5190 - 2023-12-31 224 $6,000 -699,397
   FRANKLIN RESOURCES INC 2573 *Closed 2023-12-31 0 $0 -84,000
   BARCLAYS PLC 4087 *Closed 2023-12-31 0 $0 -560,000
   LexAurum Advisors LLC 301 *Closed 2024-03-31 0 $0 -52,500
   JANE STREET GROUP LLC 5873 *Closed 2023-12-31 0 $0 -565,761
   GOLDMAN SACHS GROUP INC/ 4825 *Closed 2023-12-31 0 $0 -1,000,000
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  34 Records found
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