Franklin Rising Dividend-AdvFRDAX
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$98.39avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Franklin Rising Dividend-Adv (FRDAX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Tower Bridge Advisors ($289K) and Vermillion Wealth Management, Inc. ($15K).
- Company
- Franklin Rising Dividend-Adv
- CUSIP
- 353825805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $15K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 157 shares bought, net +157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Tower Bridge Advisors | 0.03% | Add +0.3% | 2,933 | $289K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 149 | $15K |
"% of holder's portfolio" is FRDAX's weight in each manager's 13F, not the share of Franklin Rising Dividend-Adv the manager owns.