Franklin Income Focus ETFINCMETF

13F holders, Q1 2024 (March 31)
30holders
$26.08avg. 13F price*

At the end of Q1 2024, 30 institutions reported holding Franklin Income Focus ETF (INCM) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($20.8M), LPL Financial LLC ($17.5M) and Raymond James Financial Services Advisors, Inc. ($13.2M).

Company
Franklin Income Focus ETF
CUSIP
35473P439
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 30Q1 2024Q2 2024: 37Q2 2024Q3 2024: 47Q3 2024Q4 2024: 56Q4 2024Q1 2025: 71Q1 2025Q2 2025: 80Q2 2025Q3 2025: 84Q3 2025Q4 2025: 97Q4 2025Q1 2026: 118Q1 2026Q2 2026: 122Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$4.4M
Exits2$1.4M

Ownership 30 holders

Wealth Enhancement Advisory Services, LLC 0.05% Add +2.8% 797,625 $20.8M
LPL Financial LLC 0.01% Add +63.3% 669,226 $17.5M
Raymond James Financial Services Advisors, Inc. 0.02% Add +82.2% 507,263 $13.2M
Royal Bank of Canada 0.00% Add +18.9% 469,272 $12.2M
Sowell Financial Services LLC 0.34% Add +25.9% 276,394 $7.2M
Next Level Private LLC 2.20% Add +12.2% 183,826 $4.8M
Raymond James & Associates 0.00% Add +62.7% 180,354 $4.7M
Envestnet Asset Management Inc. 0.00% Add +18.1% 143,927 $3.8M
Stifel Financial Corp. 0.00% Add +104.3% 135,512 $3.5M
Commonwealth Equity Services, LLC 0.01% Add +26.0% 119,845 $3.1M
Atria Investments, Inc 0.04% Add +23.3% 108,133 $2.8M
Osaic Holdings, Inc. 0.01% Reduce -41.3% 95,712 $2.5M
Jane Street Group, LLC 0.00% New 75,868 $2.0M
LVZ, Inc. 0.25% Add +1.9% 71,635 $1.9M
Avantax Advisory Services, Inc. 0.02% Add +40.8% 69,158 $1.8M
Summit Investment Advisory Services, LLC 0.94% Reduce -24.6% 60,829 $1.6M
Cetera Investment Advisers 0.00% New 53,301 $1.4M
Steward Partners Investment Advisory, LLC 0.02% Add +3.5% 52,421 $1.4M
Lido Advisors, LLC 0.01% Reduce -7.5% 35,896 $936K
Kestra Advisory Services, LLC 0.01% Add +110.7% 35,716 $931K
SFG Wealth Management, LLC. 0.37% New 23,658 $617K
Janney Montgomery Scott LLC 0.00% Add +16.5% 23,559 $614K
Prospera Financial Services Inc 0.02% Add +96.2% 23,015 $600K
Cambridge Investment Research Advisors, Inc. 0.00% New 17,000 $443K
Private Trust Co. NA 0.05% Add +8.3% 16,336 $426K
Perigon Wealth Management, LLC 0.01% Add +22.8% 10,765 $281K
Harbour Investments, Inc. 0.00% Add +116.4% 2,175 $57K
Barrett & Company, Inc. 0.02% No change 1,500 $39K
JPMorgan Chase & Co. 0.00% No change 224 $6K
Arax Advisory Partners 0.00% New 60 $2K

"% of holder's portfolio" is INCM's weight in each manager's 13F, not the share of Franklin Income Focus ETF the manager owns.