Franklin Income Fund-AdvFRIAX
13F holders, Q1 2025 (March 31)3holders
2new positions
2sold out
$2.36avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Franklin Income Fund-Adv (FRIAX) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Vermillion Wealth Management, Inc. ($406K), Tower Bridge Advisors ($220K) and Financial Gravity Asset Management, Inc. ($12K).
- Company
- Franklin Income Fund-Adv
- CUSIP
- 353496847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $626K |
| Exits | 2 | $37K |
All 13F filers, Q4 2024 → Q1 2025: 265,317 shares bought and 15,742 shares sold, net +249,575 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Vermillion Wealth Management, Inc. | 0.12% | New | 171,946 | $406K |
| Tower Bridge Advisors | 0.03% | New | 93,371 | $220K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 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.