FLCH β€” FRANKLIN TEMPLETON ETF TR

Ownership history in Advisory Services Network, LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FRANKLIN TEMPLETON ETF TR (FLCH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Advisory Services Network, LLC Γ— FLCH AI Analytics

πŸ“‰ Advisory Services Network, LLC underperformed the S&P 500 by –15.9% annually on this FLCH position. Maximum drawdown during holding period: –15.6%.

πŸ“ˆ Position Alpha vs SPY
-15.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 15.9% ann.
2 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–15.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FLCH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,000 β€” 0% 0.00% $26K $25.61
2023 Q4 UNCHANGED 1,000 β€” 0% 0.00% $16K $15.22
2023 Q1 UNCHANGED 1,000 β€” 0% 0.00% $20K $18.03
2022 Q4 INITIATED 1,000 β€” β€” 0.00% $19K β€”

🏒 Other funds also holding FLCH

As of 2025 Q4 β€” sorted by position size

INNEALTA CAPITAL, LLC 3Y 7Y 1.58% Financiere des Professionnels - Fonds d'investissement inc. 0.57% Leo Wealth, LLC 0.56% ATLAS CAPITAL ADVISORS INC. 3Y 7Y 0.38% Boltwood Capital Management 3Y 7Y 0.26% Main Management ETF Advisors, LLC 3Y 7Y 0.17% RICHARDSON FINANCIAL SERVICES INC. 0.16% Almanack Investment Partners, LLC. 3Y 7Y 0.12% Transamerica Financial Advisors, LLC 3Y 7Y 0.1% Vident Advisory, LLC 0.06%
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