FLJP — FRANKLIN TEMPLETON ETF TR

Ownership history in Bison Wealth, LLC  ·  6 quarters on record

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

Peak position
1.47% (2023 Q4)
Avg. % of fund
1.12%
First filed
2023 Q2
Last filed
2024 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 8,697 -275,528 -96.9% 0.04% $265K $28.61
2024 Q2 UNCHANGED 284,225 — 0% 1.43% $8.8M $27.05
2024 Q1 REDUCED 284,225 -12,021 -4.1% 1.43% $8.8M $28.15
2023 Q4 ADDED 296,246 +12,453 +4.4% 1.47% $8.3M $25.39
2023 Q3 ADDED 283,793 +112,484 +65.7% 1.46% $7.5M $23.59
2023 Q2 INITIATED 171,309 — — 0.86% $4.6M $24.12
% of Fund (quarterly)    FLJP price (monthly, adj. close)

Other funds also holding FLJP

As of 2025 Q4 — sorted by position size

Rainwater Charitable Foundation 3Y 7Y 6.68% Accordant Advisory Group Inc 3.56% INNEALTA CAPITAL, LLC 3Y 7Y 3.39% Tradewinds Capital Management, LLC 3Y 7Y 2.97% Mittelman Wealth Management 2.29% Westview Management dba Westview Investment Advisors 2.21% Paragon Capital Management Ltd 3Y 7Y 1.53% Impact Partnership Wealth, LLC 1.4% Opes Wealth Management LLC 3Y 1.05% Virtus Family Office LLC 3Y 1.05%
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