Franklin Rising Dividend-AdvFRDAX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$87.63avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Franklin Rising Dividend-Adv (FRDAX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Tower Bridge Advisors ($256K) and Vermillion Wealth Management, Inc. ($13K).
- Company
- Franklin Rising Dividend-Adv
- CUSIP
- 353825805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $13K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 148 shares bought, net +148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Tower Bridge Advisors | 0.03% | No change | 2,916 | $256K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 148 | $13K |
"% of holder's portfolio" is FRDAX's weight in each manager's 13F, not the share of Franklin Rising Dividend-Adv the manager owns.