FLGB — FRANKLIN TEMPLETON ETF TR

Ownership history in CABOT WEALTH MANAGEMENT INC  ·  20 quarters on record

This page tracks every 13F SEC filing in which CABOT WEALTH MANAGEMENT INC reported a position in FRANKLIN TEMPLETON ETF TR (FLGB). 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
0.45% (2022 Q4)
Avg. % of fund
0.37%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 115,572 +7,376 +6.8% 0.43% $3.9M $33.75
2025 Q3 ADDED 108,196 +1,264 +1.2% 0.39% $3.5M $31.74
2025 Q2 ADDED 106,932 +82 +0.1% 0.39% $3.3M $30.09
2025 Q1 ADDED 106,850 +1,393 +1.3% 0.39% $3.1M $27.62
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FLGB price (monthly, adj. close)

Other funds also holding FLGB

As of 2025 Q4 — sorted by position size

INNEALTA CAPITAL, LLC 3Y 7Y 1.67% GHP Investment Advisors, Inc. 3Y 7Y 1.08% MERIDIAN INVESTMENT COUNSEL INC. 3Y 7Y 0.55% SIMON QUICK ADVISORS, LLC 3Y 7Y 0.4% Beckerman Institutional, LLC 0.31% Dynamic Wealth Strategies, LLC 0.23% Archford Capital Strategies, LLC 3Y 7Y 0.14% BAYBAN 0.13% PGIM Custom Harvest LLC 3Y 0.12% SWMG, LLC 3Y 0.11%
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