Institutional Ownership Franklin Templeton ETF Tr (FLSW)
This table provides information about the institutional ownership of Franklin Templeton ETF Tr (FLSW). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 1.15 Million shares, which have been reported (via 13F filing form) to have a value of $39.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
317,703
shares
|
$11.3 Million
0.8% of portfolio
|
Q2 2024
New holding
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
253,432
shares
|
$9.01 Million
1.69% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
190,397
shares
|
$6.77 Million
0.12% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
96,410
shares
|
$3.43 Million
1.72% of portfolio
|
Q2 2024
Reduced 39.93%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
63,805
shares
|
$2.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
48,402
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
31,824
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
27,258
shares
|
$969,567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
23,224
shares
|
$826,077
0.01% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
8,420
shares
|
$299,499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,636
shares
|
$271,612
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,515
shares
|
$267,308
0.0% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,707
shares
|
$238,567
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
2,500
shares
|
$88,925
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,237
shares
|
$44,000
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
600
shares
|
$21,342
0.0% of portfolio
|
Q4 2022
Reduced 24.91%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
301
shares
|
$10,706
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
183
shares
|
$6,509
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
101
shares
|
$3,592
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
88
shares
|
$3,130
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
19
shares
|
$675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$35
0.0% of portfolio
|
Q4 2024
Reduced 92.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|