Franklin Income Fund-AdvFRIAX
13F holders, Q4 2024 (December 31)3holders +2
3new positions
1sold out
$2.34avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Franklin Income Fund-Adv (FRIAX) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 1 sold out. The largest holders were Ethos Financial Group, LLC ($23K), Tucker Asset Management LLC ($14K) and Financial Gravity Companies, Inc. ($12K).
- Company
- Franklin Income Fund-Adv
- CUSIP
- 353496847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $49K |
| Exits | 1 | $636K |
All 13F filers, Q3 2024 → Q4 2024: 20,924 shares bought and 261,797 shares sold, net −240,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ethos Financial Group, LLC | 0.00% | New | 9,754 | $23K |
| Tucker Asset Management LLC | 0.00% | New | 5,988 | $14K |
| Financial Gravity Companies, Inc. | 0.00% | New | 5,182 | $12K |
"% of holder's portfolio" is FRIAX's weight in each manager's 13F, not the share of Franklin Income Fund-Adv the manager owns.