FRANKLIN TEMPLETON ETF TR INCM
INCOME FOCUS ETF · ETP · CUSIP 35473P439
28
institutional holders
+13 vs Q3 2023
3.3m
shares reported held*
$85.0mreported value*
17 new
8 added
1 reduced
4 sold out
net bought ≈ $3.1m (+121.7k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.70.
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 9 |
| Q3 2023 | 15 |
| Q4 2023 | 28 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 10 | 4 |
| Q4 2023 | 25 | 5 |
Biggest buyers
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | +775.7k |
| ROYAL BANK OF CANADA | New | +394.6k |
| Raymond James Financial Services Advisors, Inc. | New | +278.5k |
| LPL Financial LLC | Added | +252.0k |
| Sowell Financial Services LLC | New | +219.4k |
| Next Level Private LLC | New | +163.9k |
| OSAIC HOLDINGS, INC. | Added | +157.3k |
| ENVESTNET ASSET MANAGEMENT INC | New | +121.9k |
| RAYMOND JAMES & ASSOCIATES | Added | +94.4k |
| Atria Investments, Inc | New | +87.7k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Sold out | -1.0m |
| JPMORGAN CHASE & CO | Reduced | -699.2k |
| JANE STREET GROUP, LLC | Sold out | -565.8k |
| BARCLAYS PLC | Sold out | -560.0k |
| FRANKLIN RESOURCES INC | Sold out | -84.0k |
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.06% of their portfolio | 775.7k $19.9m | New |
| LPL Financial LLC 0.01% of their portfolio | 409.9k $10.5m | Added +252.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 394.6k $10.1m | New |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 278.5k $7.2m | New |
| Sowell Financial Services LLC 0.31% of their portfolio | 219.4k $5.6m | New |
| Next Level Private LLC 2.39% of their portfolio | 163.9k $4.2m | New |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 163.0k $4.2m | Added +157.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 121.9k $3.1m | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 110.9k $2.8m | Added +94.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 95.1k $2.4m | Added +63.8k |
| Atria Investments, Inc 0.03% of their portfolio | 87.7k $2.3m | New |
| Summit Investment Advisory Services, LLC 1.31% of their portfolio | 80.7k $2.1m | New |
| LVZ, Inc. 0.26% of their portfolio | 70.3k $1.8m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 66.3k $1.7m | Added +52.2k |
| LexAurum Advisors, LLC 0.35% of their portfolio | 52.5k $1.3m | Added +14.1k |
| Steward Partners Investment Advisory, LLC 0.02% of their portfolio | 50.6k $1.3m | Added +49.9k |
| AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio | 49.1k $1.3m | New |
| Lido Advisors, LLC 0.01% of their portfolio | 38.8k $997.6k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 20.2k $520.0k | Added +11.1k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 17.0k $435.7k | New |
| PRIVATE TRUST CO NA 0.05% of their portfolio | 15.1k $387.7k | New |
| Prospera Financial Services Inc 0.01% of their portfolio | 11.7k $301.5k | New |
| Perigon Wealth Management, LLC 0.01% of their portfolio | 8.8k $225.3k | New |
| UBS Group AG 0.00% of their portfolio | 1.9k $48.0k | New |
| BARRETT & COMPANY, INC. 0.02% of their portfolio | 1.5k $38.5k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.0k $25.8k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 448 $11.5k | Reduced -699.2k |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |