Franklin Rising Dividend-AdvFRDAX
13F holders, Q2 2026 (June 30)2holders +1
2new positions
0sold out
$94.74avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Franklin Rising Dividend-Adv (FRDAX) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Oakworth Capital, Inc. ($83K) and Vermillion Wealth Management, Inc. ($16K).
- Company
- Franklin Rising Dividend-Adv
- CUSIP
- 353825805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $99K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q2 2026: 1,043 shares bought, net +1,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Oakworth Capital, Inc. | 0.00% | New | 879 | $83K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 164 | $16K |
"% of holder's portfolio" is FRDAX's weight in each manager's 13F, not the share of Franklin Rising Dividend-Adv the manager owns.