Franklin Rising Dividend-AdvFRDAX

13F holders, Q4 2024 (December 31)
1holders
0new positions
0sold out
$88.89avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding Franklin Rising Dividend-Adv (FRDAX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Tower Bridge Advisors ($259K).

Company
Franklin Rising Dividend-Adv
CUSIP
353825805
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 259 shares bought, net +259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Tower Bridge Advisors 0.03% Add +9.8% 2,916 $259K

"% of holder's portfolio" is FRDAX's weight in each manager's 13F, not the share of Franklin Rising Dividend-Adv the manager owns.