Free Trial

Franklin Income Focus ETF (INCM) Institutional Ownership

$26.27 +0.11 (+0.42%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Franklin Income Focus ETF (NYSEARCA:INCM)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$50.19M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.21M
Get INCM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Franklin Income Focus ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

INCM Institutional Buying and Selling by Quarter

Franklin Income Focus ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Orion Portfolio Solutions LLC8,264$225K0.0%N/A0.096%
11/15/2024 Jane Street Group LLC38,213$1.04M0.0%N/A0.442%
11/15/2024 Stifel Financial Corp159,474$4.33M0.0%+0.7%1.844%
11/13/2024 D.A. Davidson & CO.26,527$721K0.0%N/A0.307%
11/12/2024 Raymond James Trust N.A.12,218$332K0.0%+20.2%0.141%
11/8/2024 Prospera Financial Services Inc32,051$871K0.0%+22.5%0.371%
11/5/2024 Savvy Advisors Inc.8,513$231K0.0%N/A0.098%
11/5/2024 Harbour Investments Inc.8,121$221K0.0%+273.4%0.094%
11/1/2024 SFG Wealth Management LLC.23,012$625K0.3%-2.5%0.266%
10/25/2024 Financial Advocates Investment Management12,745$346K0.0%+34.9%0.147%
10/24/2024 Wealth Enhancement Advisory Services LLC782,216$21.26M0.0%+1.5%9.043%
10/22/2024 Private Advisor Group LLC14,036$382K0.0%N/A0.162%
10/21/2024 Kennedy Investment Group8,232$224K0.1%N/A0.095%
10/18/2024Raymond James & Associates250,509$6.81M0.0%+18.1%2.896%
10/16/2024 Summit Investment Advisory Services LLC74,942$2.04M1.1%N/A0.866%
10/10/2024 Next Level Private LLC224,700$6.11M2.5%+12.3%2.598%
8/22/2024 Cetera Investment Advisers76,129$1.97M0.0%+42.8%0.880%
8/8/2024 Envestnet Asset Management Inc.67,178$1.74M0.0%-53.3%0.777%
8/2/2024 Next Level Private LLC200,079$5.18M2.4%+8.8%2.313%
7/31/2024Commonwealth Equity Services LLC120,533$3.12M0.0%+0.6%1.393%
7/29/2024 Ameritas Advisory Services LLC7,800$202K0.0%N/A0.090%
7/29/2024 Financial Advocates Investment Management9,450$244K0.0%N/A0.109%
7/25/2024 Raymond James Trust N.A.10,168$263K0.0%N/A0.118%
7/24/2024 LVZ Inc.73,369$1.90M0.3%+2.4%0.848%
7/20/2024Raymond James Financial Services Advisors Inc.577,908$14.95M0.0%+13.9%6.681%
7/19/2024Raymond James & Associates212,114$5.49M0.0%+17.6%2.452%
7/19/2024 Calton & Associates Inc.8,665$224K0.1%N/A0.100%
7/16/2024 Wealth Enhancement Advisory Services LLC770,813$19.94M0.0%-3.4%8.911%
7/5/2024 HBW Advisory Services LLC8,864$229K0.0%N/A0.102%
5/21/2024 Atria Investments Inc108,133$2.82M0.0%+23.3%1.250%
5/8/2024 Avantax Advisory Services Inc.69,158$1.80M0.0%+40.8%0.800%
5/1/2024 Janney Montgomery Scott LLC23,559$614K0.0%+16.5%0.346%
4/30/2024 Perigon Wealth Management LLC10,765$281K0.0%+22.8%0.158%
4/29/2024Commonwealth Equity Services LLC119,845$3.13M0.0%+26.0%1.762%
4/26/2024 SFG Wealth Management LLC.23,658$617K0.4%N/A0.348%
4/23/2024Raymond James Financial Services Advisors Inc.507,263$13.23M0.0%+82.1%7.460%
4/22/2024Raymond James & Associates180,354$4.70M0.0%+62.7%2.652%
4/18/2024 Summit Investment Advisory Services LLC60,829$1.59M0.9%-24.6%1.521%
4/16/2024 Wealth Enhancement Advisory Services LLC797,625$20.80M0.1%+2.8%19.941%
2/12/2024 Steward Partners Investment Advisory LLC50,650$1.30M0.0%+6,231.3%1.266%
This is the worst sign for the U.S. stock market in 50 years (Ad)

The Dow recently posted its worst losing streak since 1974. And one of America's most accurate analysts now says this is just the beginning of a new crisis that could be worse than the COVID crash, the dot-com crash, and even the Great Depression. Introducing "The Dead Zone"

Click here to see Dan's new, urgent warning about the U.S. market for 2025.
2/8/2024 Janney Montgomery Scott LLC20,223$520K0.0%+122.2%0.506%
2/7/2024 Avantax Advisory Services Inc.49,125$1.26M0.0%N/A1.228%
1/29/2024 Perigon Wealth Management LLC8,765$225K0.0%N/A0.219%
1/24/2024 Sowell Financial Services LLC219,450$5.64M0.3%N/A5.486%
1/24/2024 Private Trust Co. NA15,085$388K0.0%N/A0.377%
1/23/2024 LVZ Inc.70,315$1.81M0.3%N/A1.758%
1/18/2024 Summit Investment Advisory Services LLC80,695$2.07M1.3%N/A2.017%
1/18/2024 Next Level Private LLC163,869$4.21M2.4%N/A4.097%
1/16/2024Raymond James Financial Services Advisors Inc.278,488$7.16M0.0%N/A6.962%
1/16/2024Raymond James & Associates110,854$2.85M0.0%+571.8%2.771%
1/11/2024LexAurum Advisors LLC52,500$1.35M0.4%+36.6%1.313%
11/13/2023 LPL Financial LLC157,983$3.84M0.0%N/A3.950%
11/8/2023 Janney Montgomery Scott LLC9,100$221K0.0%N/A0.228%
10/24/2023Raymond James & Associates16,500$401K0.0%N/A0.413%
10/23/2023 Barrett & Company Inc.1,500$36K0.0%N/A0.038%
10/23/2023Commonwealth Equity Services LLC31,363$762K0.0%N/A0.784%
10/16/2023LexAurum Advisors LLC38,425$934K0.3%N/A0.961%
9/21/2023 Barclays PLC560,000$14.13M0.0%N/A14.000%
8/11/2023 JPMorgan Chase & Co.1,000,000$25.23M0.0%N/A25.000%
(Data available from 1/1/2016 forward)

INCM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of INCM shares?

During the previous two years, 36 institutional investors and hedge funds held shares of Franklin Income Focus ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($25.23M), Wealth Enhancement Advisory Services LLC ($21.26M), Raymond James Financial Services Advisors Inc. ($14.95M), Barclays PLC ($14.13M), Raymond James & Associates ($6.81M), Next Level Private LLC ($6.11M), and Sowell Financial Services LLC ($5.64M).Learn more on INCM's institutional investors.

Which institutional investors have been buying Franklin Income Focus ETF stock?

Of the 35 institutional investors that purchased Franklin Income Focus ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($1M), Raymond James Financial Services Advisors Inc. ($577.91K), Barclays PLC ($560K), Raymond James & Associates ($250.51K), Sowell Financial Services LLC ($219.45K), Next Level Private LLC ($204.74K), and LPL Financial LLC ($157.98K).

How much institutional buying is happening at Franklin Income Focus ETF?

Institutional investors have bought a total of 3,744,701 shares in the last 24 months. This purchase volume represents approximately $95.74M in transactions.

Which Franklin Income Focus ETF major shareholders have been selling company stock?

The following institutional investors have sold Franklin Income Focus ETF stock in the last 24 months: Envestnet Asset Management Inc. ($76.75K), Wealth Enhancement Advisory Services LLC ($26.81K), Summit Investment Advisory Services LLC ($19.87K), and SFG Wealth Management LLC. ($582.00).

How much institutional selling is happening at Franklin Income Focus ETF?

Institutional investors have sold a total of 124,009 shares in the last 24 months. This volume of shares sold represents approximately $3.21M in transactions.



This page (NYSEARCA:INCM) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners