Institutional Ownership Franklin Templeton ETF Tr (FLCH)
This table provides information about the institutional ownership of Franklin Templeton ETF Tr (FLCH). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 3.75 Million shares, which have been reported (via 13F filing form) to have a value of $77.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
1,321,454
shares
|
$27.4 Million
9.86% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Apr 29, 2025 Q1 2025 |
425,000
shares
|
$8.81 Million
0.59% of portfolio
|
Q3 2023
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
374,020
shares
|
$7.75 Million
0.1% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
276,404
shares
|
$5.73 Million
0.85% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
210,319
shares
|
$4.36 Million
0.03% of portfolio
|
Q1 2025
Added 19.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
183,042
shares
|
$3.79 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
179,806
shares
|
$3.73 Million
0.48% of portfolio
|
Q1 2025
Added 638.91%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
145,714
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2023
Reduced 17.07%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
122,989
shares
|
$2.55 Million
1.64% of portfolio
|
Q2 2022
New holding
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
63,000
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
51,628
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 62.18%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
49,268
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2025
Added 52.9%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
43,726
shares
|
$906,439
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
43,050
shares
|
$892,426
0.28% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
39,881
shares
|
$826,733
0.01% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
30,212
shares
|
$626,294
0.01% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,981
shares
|
$600,776
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
26,075
shares
|
$540,534
0.07% of portfolio
|
Q1 2025
Reduced 20.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
24,892
shares
|
$516,011
0.02% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
16,816
shares
|
$348,595
0.0% of portfolio
|
Q4 2024
Reduced 97.41%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,232
shares
|
$336,489
0.0% of portfolio
|
Q1 2025
Added 27.85%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
16,132
shares
|
$334,416
0.0% of portfolio
|
Q1 2025
Added 32.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,656
shares
|
$262,358
0.0% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
11,903
shares
|
$246,749
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,549
shares
|
$239,410
0.02% of portfolio
|
Q2 2023
Reduced 5.51%
|