Franklin Rising Dividend-AFRDPX
13F holders, Q4 2024 (December 31)3holders
1new positions
1sold out
$89.03avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Franklin Rising Dividend-A (FRDPX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($228K), Financial Gravity Companies, Inc. ($76K) and Tucker Asset Management LLC ($7K).
- Company
- Franklin Rising Dividend-A
- CUSIP
- 353825102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $228K |
| Exits | 1 | $351K |
All 13F filers, Q3 2024 → Q4 2024: 2,645 shares bought and 3,508 shares sold, net −863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 2,564 | $228K |
| Financial Gravity Companies, Inc. | 0.02% | Add +9.5% | 852 | $76K |
| Tucker Asset Management LLC | 0.00% | Add +10.1% | 76 | $7K |
"% of holder's portfolio" is FRDPX's weight in each manager's 13F, not the share of Franklin Rising Dividend-A the manager owns.