H D Vest Advisory Services »

Franklin Templeton shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Franklin Templeton (FTF) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Franklin Templeton

Tip: Access up to 7 years of quarterly data

All positions including Franklin Templeton held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Franklin Templeton by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $101k 16k 6.22
2023-09-30 $83k 14k 6.09
2023-06-30 $87k 14k 6.18
2023-03-31 $84k 14k 6.18

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for H D Vest Advisory Services

Top funds holding Franklin Templeton

Pathstone Holdings
Thomas J. Herzfeld Advisors
Advisor Group Holdings
City of London Investment Management Company
Bank of America Corporation
Orion Portfolio Solutions
CNH Partners
Guggenheim Capital, LLC Managers
Shaker Financial Services
Clough Capital Partners
Deschutes Portfolio Strategy
Wells Fargo & Company
UBS Group
Koshinski Asset Management
National Asset Management

View all funds holding Franklin Templeton