Franklin Income Fund-AdvFRIAX
13F holders, Q3 2024 (September 30)1holders −2
0new positions
2sold out
$2.43avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Franklin Income Fund-Adv (FRIAX) in their 13F filings, down 2 from Q2 2024. 0 opened new positions and 2 sold out. The largest holder was Encompass Wealth Advisors, LLC ($636K).
- Company
- Franklin Income Fund-Adv
- CUSIP
- 353496847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $99K |
All 13F filers, Q2 2024 → Q3 2024: 811 shares bought and 42,974 shares sold, net −42,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.16% | Add +0.3% | 261,797 | $636K |
"% of holder's portfolio" is FRIAX's weight in each manager's 13F, not the share of Franklin Income Fund-Adv the manager owns.