Purchases and Sales Made in Q1 2025 in Franklin Templeton ETF Tr (FLCH)
This table provides information about the institutional ownership of Franklin Templeton ETF Tr (FLCH) during Q1 2025. The information is specifically focused on institutions that hold shares of FRANKLIN TEMPLETON ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
183KNew |
$3.17M - $4.19M
|
183K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
155K+ 638.91% |
$2.69M - $3.56M
|
180K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
43.7KNew |
$757K - $1M
|
43.7K
$906K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.7K+ 19.74% |
$600K - $794K
|
210K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
34.3K+ 10.1% |
$594K - $786K
|
374K
$7.75M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19.8K+ 62.18% |
$343K - $453K
|
51.6K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
17K+ 52.9% |
$295K - $391K
|
49.3K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.4K+ 4267.79% |
$284K - $376K
|
16.8K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9KNew |
$206K - $273K
|
11.9K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.95K+ 32.39% |
$68.3K - $90.4K
|
16.1K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.54K+ 27.85% |
$61.2K - $81K
|
16.2K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
3K+ 5.0% |
$51.9K - $68.7K
|
63K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.18K+ 46.74% |
$37.8K - $50K
|
6.86K
$142K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.85K+ 4.49% |
$32K - $42.4K
|
43.1K
$892K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.37KNew |
$23.6K - $31.3K
|
1.37K
$28.3K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
942+ 3.22% |
$16.3K - $21.6K
|
30.2K
$626K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
830New |
$14.4K - $19K
|
830
$17.2K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
625+ 452.9% |
$10.8K - $14.3K
|
763
$15.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
583New |
$10.1K - $13.4K
|
583
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
458+ 9.52% |
$7.93K - $10.5K
|
5.27K
$109K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
194New |
$3.36K - $4.44K
|
194
$4.02K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$208 - $275
|
12
$249
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$17.3 - $22.9
|
1
$20.7
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-106- 25.24% |
$1.83K - $2.43K
|
314
$6.51K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-172- 21.13% |
$2.98K - $3.94K
|
642
$13.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-273- 2.11% |
$4.73K - $6.25K
|
12.7K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-314- 14.86% |
$5.44K - $7.19K
|
1.8K
$37.3K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.45K- 18.2% |
$25.1K - $33.2K
|
6.51K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.15K- 17.14% |
$89.1K - $118K
|
24.9K
$516K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.55K- 20.07% |
$113K - $150K
|
26.1K
$541K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-9.43K- 3.3% |
$163K - $216K
|
276K
$5.73M
|