Franklin Rising Dividend-AdvFRDAX
13F holders, Q4 2025 (December 31)1holders −1
0new positions
2sold out
$90.15avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Franklin Rising Dividend-Adv (FRDAX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 2 sold out. The largest holder was Garton & Associates Financial Advisors LLC ($16K).
- Company
- Franklin Rising Dividend-Adv
- CUSIP
- 353825805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $303K |
All 13F filers, Q3 2025 → Q4 2025: 3,082 shares sold, net −3,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Garton & Associates Financial Advisors LLC | 0.01% | — | 177 | $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.