FRANKLIN RESOURCES INC HELX β€” FRANKLIN TEMPLETON ETF TR

Ownership history in FRANKLIN RESOURCES INC  Β·  4 quarters on record

AI Ownership Summary

FRANKLIN RESOURCES INC reported FRANKLIN TEMPLETON ETF TR (HELX) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q1. The latest visible filing shows HELX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HELX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FRANKLIN RESOURCES INC's position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HELX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FRANKLIN RESOURCES INC held HELX β€” position size vs. price
% of Fund (quarterly)    HELX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 2,675 -7,325 -73.2% 0.00% $88K 2026-05-13 $33.80
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FRANKLIN RESOURCES INC and HELX

These are the practical questions this page is built to answer before you even open the full history table.

How long has FRANKLIN RESOURCES INC reported owning HELX?

FRANKLIN RESOURCES INC reported HELX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported HELX position in FRANKLIN RESOURCES INC's portfolio?

The largest reported portfolio weight for HELX was 0.00% in 2026 Q1.

What is the latest reported HELX position on this page?

The most recent filing on this page is 2026 Q1, when FRANKLIN RESOURCES INC reported 2,675 shares, equal to 0.00% of portfolio, with an estimated market value of $88K.

What does the chart on this HELX ownership page compare?

The chart compares FRANKLIN RESOURCES INC's quarterly HELX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FRANKLIN RESOURCES INC time their HELX position?

Based on 13F filing dates vs. subsequent HELX price moves, FRANKLIN RESOURCES INC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on HELX relative to SPY over the holding period was +15.9%.

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