Franklin Dynatech Fund-AdvFDYZX

13F holders, Q1 2025 (March 31)
2holders
2new positions
0sold out
$160.15avg. 13F price*

At the end of Q1 2025, 2 institutions reported holding Franklin Dynatech Fund-Adv (FDYZX) in their 13F filings, unchanged from Q2 2024. 2 opened new positions and 0 sold out. The largest holders were NORTHSTAR ASSET MANAGEMENT Co ($328K) and Vermillion Wealth Management, Inc. ($34K).

Company
Franklin Dynatech Fund-Adv
CUSIP
353496680
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$362K
Exits0$0

All 13F filers, Q2 2024 → Q1 2025: 2,261 shares bought, net +2,261 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

NORTHSTAR ASSET MANAGEMENT Co 0.08% New 2,046 $328K
Vermillion Wealth Management, Inc. 0.01% New 215 $34K

"% of holder's portfolio" is FDYZX's weight in each manager's 13F, not the share of Franklin Dynatech Fund-Adv the manager owns.