FRDAX
Franklin Rising Dividends Fund
1W: -1.3%
1M: -2.7%
3M: -1.4%
YTD: +4.6%
1Y: -3.6%
3Y: +30.9%
5Y: +29.2%
$95.37
+0.64 (+0.68%)
Weekly Expected Move ±1.2%
$93
$94
$95
$96
$97
Institutional Ownership — FRDAX
2
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
2
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OAKWORTH CAPITAL, INC. NEW | 879 | $84K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 164 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Garton & Associates Financial Advisors | 0 | $0K | -177 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| OAKWORTH CAPITAL, INC. | 879 | $84K |
| Vermillion Wealth Management, Inc. | 164 | $16K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 177 | $17K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.