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FGDL · Franklin Templeton Holdings Trust
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FGDL Franklin Templeton Holdings Trust (FGDL) Insider Trading, Ownership & Congress Trades

Financial Services · Commodity contracts brokers & dealers · CIK 0001858258
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
509
13F, latest reported quarter

Franklin Templeton Holdings Trust insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for Franklin Templeton Holdings Trust in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing

no insider purchases or sales on record

0 transactions on record
See all insider buying · insider selling
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
509 funds bought in last quarter
more than 92% of Financial Services
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
<0.1% of shares outstanding short · 1.0 days to cover · settled 2026-09-30
below 92% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch FGDL

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

Who owns FGDL: institutional holders (13F)

13F holdings, latest reported quarter
FRANKLIN RESOURCES INC
156,318,747 sh
$3.9B
BANK OF AMERICA CORP /DE/
45,202,111 sh
$1.6B
LPL Financial LLC
40,859,734 sh
$1.3B
MORGAN STANLEY
20,143,204 sh
$726.1M
AMERIPRISE FINANCIAL INC
22,423,012 sh
$653.2M

Congress trades in FGDL

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

FGDL planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

FGDL mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Franklin Multi-Asset Defensive Growth Fund
$35.0M position · as of 2026-07-31
34.1%
Franklin Multi-Asset Variable Conservative Growth
$23.0M position · as of 2026-06-30
30.0%
Franklin LifeSmart 2020 Retirement Target Fund
$6.1M position · as of 2026-06-30
23.5%
Franklin Conservative Allocation Fund
$192.4M position · as of 2026-06-30
22.4%
Franklin Multi-Asset Conservative Growth Fund
$66.2M position · as of 2026-07-31
21.7%
Franklin LifeSmart 2025 Retirement Target Fund
$22.3M position · as of 2026-06-30
19.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 509 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWGSDAVE

FGDL financials

Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
n/a
capex not filed for the four quarters
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
+26.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+19.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Enterprise value
n/a
no close on file at or before the as-of date
FCF yield
n/a
no close on file at or before the as-of date
PEG, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2026-032025-032024-03
Net income$132.1M$34.6M$6.1M
Operating cash flow$0$0$0
SEC XBRL, fiscal years, as known on 2026-10-28

FGDL Stock Sonar score 3/7 axes

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FGDL ranks highest on risk and compliance (95th percentile) and institutional and government (92nd), and lowest on profitability (88th), among Financial Services peers.

Profitability
88
Inputs
  • Return on equity+26.9% · 85 pct, sector of 205
  • Return on assets+19.2% · 91 pct, sector of 266
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Institutional and government
92
Inputs
  • Funds adding, latest quarter509 · 92 pct, sector of 278
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
95
Inputs
  • Short interest, % of shares outstanding (no float on file)+0.0% · 95 pct, sector of 390
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
4 not measured: Financial health, Growth, Insider conviction, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

3 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

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