Franklin Income Fund-AdvFRIAX
13F holders, Q2 2024 (June 30)3holders +2
2new positions
0sold out
$2.32avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Franklin Income Fund-Adv (FRIAX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Encompass Wealth Advisors, LLC ($605K), Atlas Wealth LLC ($79K) and ORG Partners LLC ($20K).
- Company
- Franklin Income Fund-Adv
- CUSIP
- 353496847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $99K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 43,284 shares bought, net +43,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Encompass Wealth Advisors, LLC | 0.16% | Add +0.1% | 260,986 | $605K |
| Atlas Wealth LLC | 0.01% | New | 34,144 | $79K |
| ORG Partners LLC | 0.00% | New | 8,830 | $20K |
"% of holder's portfolio" is FRIAX's weight in each manager's 13F, not the share of Franklin Income Fund-Adv the manager owns.