Acorn Wealth Advisors, LLC FLMI — FRANKLIN TEMPLETON ETF TR

Ownership history in Acorn Wealth Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Acorn Wealth Advisors, LLC reported FRANKLIN TEMPLETON ETF TR (FLMI) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.11% in 2025 Q1. The latest visible filing shows FLMI at 0.06% 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.

What this FLMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Acorn Wealth Advisors, LLC'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
2025 Q3

FLMI was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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.

FLMI stock page Acorn Wealth Advisors, LLC fund profile Acorn Wealth Advisors, LLC full holdings
How Acorn Wealth Advisors, LLC held FLMI — position size vs. price
% of Fund (quarterly)    FLMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11.1% +1.7% ❌ 8,117 -1,012 -11.1% 0.06% $201K 2025-10-31 $24.36
2025 Q2 REDUCED 13.6% +2.9% ❌ 9,129 -1,434 -13.6% 0.08% $221K 2025-08-14 $23.34
2025 Q1 ADDED — — — 10,563 +730 +7.4% 0.11% $258K 2025-05-01 $23.15
2024 Q4 INITIATED — — — 9,833 — — 0.10% $240K 2025-02-04 $23.26

🏢 Other funds also holding FLMI

As of 2026 Q1 — sorted by position size

Axiom Financial Strategies, LLC 3Y 11.66% Midwest Financial Partners Investments, Inc. 6.16% Legacy CG, LLC 3Y 4.36% CENTRAL BANK & TRUST CO 3Y 7Y 3.01% PENNEY FINANCIAL, LLC 2.79% ROBINSON SMITH WEALTH ADVISORS LLC 2.61% Meeder Advisory Services, Inc. 3Y 2.45% Madrid Wealth Management, LLC 1.96% New England Private Wealth Advisors LLC 3Y 7Y 1.96% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 1.9%

FAQ About Acorn Wealth Advisors, LLC and FLMI

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

How long has Acorn Wealth Advisors, LLC reported owning FLMI?

Acorn Wealth Advisors, LLC reported FLMI across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported FLMI position in Acorn Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for FLMI was 0.11% in 2025 Q1.

What is the latest reported FLMI position on this page?

The most recent filing on this page is 2025 Q3, when Acorn Wealth Advisors, LLC reported 8,117 shares, equal to 0.06% of portfolio, with an estimated market value of $201K.

What does the chart on this FLMI ownership page compare?

The chart compares Acorn Wealth Advisors, LLC's quarterly FLMI 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 Acorn Wealth Advisors, LLC time their FLMI position?

Based on 13F filing dates vs. subsequent FLMI price moves, Acorn Wealth Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on FLMI relative to SPY over the holding period was -11.2%.

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