Franklin Income Equity FocusINCEETF
13F holders, Q1 2024 (March 31)38holders
$54.65avg. 13F price*
At the end of Q1 2024, 38 institutions reported holding Franklin Income Equity Focus (INCE) in their 13F filings. The largest holders were LPL Financial LLC ($21.5M), HTLF Bank ($15.3M) and Envestnet Asset Management Inc. ($6.1M).
- Company
- Franklin Income Equity Focus
- CUSIP
- 35473P504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 3 | $718K |
Ownership 38 holders
| LPL Financial LLC | 0.01% | Add +5.2% | 393,893 | $21.5M |
| HTLF Bank | 1.76% | Reduce -1.4% | 279,816 | $15.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.4% | 110,704 | $6.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +7.0% | 88,056 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +2.1% | 87,632 | $4.8M |
| CENTRAL TRUST Co | 0.11% | Reduce -7.5% | 81,282 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.9% | 70,216 | $3.8M |
| Key Client Fiduciary Advisors, LLC | 1.22% | Reduce -3.1% | 41,966 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +56.8% | 36,133 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +101.7% | 33,284 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.4% | 30,355 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -22.5% | 29,999 | $1.6M |
| Raymond James & Associates | 0.00% | Add +79.6% | 20,054 | $1.1M |
| Fortis Group Advisors, LLC | 0.18% | New | 17,982 | $983K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -67.3% | 15,084 | $825K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +1.1% | 14,504 | $793K |
| OxenFree Capital LLC | 0.67% | Add +6.1% | 13,439 | $735K |
| Private Advisor Group, LLC | 0.00% | Add +1.9% | 12,597 | $689K |
| AlphaStar Capital Management, LLC | 0.06% | No change | 9,855 | $539K |
| Kestra Advisory Services, LLC | 0.00% | Add +17.4% | 8,402 | $459K |
| Certus Wealth Management, LLC | 0.34% | Reduce -1.6% | 8,101 | $425K |
| Wealthspire Retirement, LLC | 0.03% | Add +2.5% | 6,117 | $334K |
| Money Concepts Capital Corp. | 0.03% | Reduce -3.3% | 5,359 | $293K |
| Principal Securities, Inc. | 0.01% | Reduce -51.5% | 4,675 | $256K |
| Mariner, LLC | 0.00% | Reduce -39.8% | 4,304 | $235K |
| Equitable Holdings, Inc. | 0.00% | Add +5.1% | 4,120 | $225K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,065 | $222K |
| Tidemark, LLC | 0.08% | Reduce -67.2% | 2,785 | $152K |
| Harbour Investments, Inc. | 0.00% | No change | 2,505 | $137K |
| Arax Advisory Partners | 0.01% | Add +0.3% | 1,817 | $99K |
| US Bancorp \de | 0.00% | Reduce -42.6% | 1,509 | $82K |
| Global Retirement Partners, LLC | 0.00% | Reduce -97.8% | 1,355 | $74K |
| Allworth Financial LP | 0.00% | New | 1,122 | $61K |
| Private Trust Co. NA | 0.00% | Add +109.2% | 772 | $42K |
| Franklin Resources Inc. | 0.00% | Add +2.0% | 763 | $42K |
| Farther Finance Advisors, LLC | 0.00% | No change | 61 | $3K |
| UBS Group AG | 0.00% | Reduce -98.2% | 3 | $164 |
| Morgan Stanley | 0.00% | New | 1 | $80 |
"% of holder's portfolio" is INCE's weight in each manager's 13F, not the share of Franklin Income Equity Focus the manager owns.