FLGB β€” FRANKLIN TEMPLETON ETF TR

Ownership history in CX Institutional  Β·  10 quarters on record

AI Ownership Summary

CX Institutional reported FRANKLIN TEMPLETON ETF TR (FLGB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.8% in 2024 Q1. The latest visible filing shows FLGB at 0.02% 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 FLGB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional'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
2026 Q1

FLGB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How CX Institutional held FLGB β€” position size vs. price
% of Fund (quarterly)    FLGB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15,514 -130 -0.8% 0.02% $539 2026-04-06 $35.50
2025 Q4 ADDED 15,644 +145 +0.9% 0.02% $528K 2026-02-02 $35.66
2025 Q3 REDUCED 15,499 -1,120 -6.7% 0.02% $501K 2025-10-23 $32.17
2025 Q2 REDUCED 16,619 -675 -3.9% 0.02% $509K 2025-07-11 $30.23
2025 Q1 REDUCED 17,294 -134,727 -88.6% 0.02% $496K 2025-04-15 $27.08
2024 Q4 REDUCED 152,021 -380,068 -71.4% 0.16% $4.0M 2025-01-21 $26.16
2024 Q3 REDUCED 532,089 -63,175 -10.6% 0.67% $15.2M 2024-10-11 $26.38
2024 Q2 REDUCED 595,264 -41,060 -6.5% 0.73% $15.6M 2024-07-11 $25.53
2024 Q1 ADDED 636,324 +105,113 +19.8% 0.80% $16.6M 2024-04-15 $23.64
2023 Q4 INITIATED 531,211 β€” β€” 0.71% $13.4M 2024-01-12 $22.97

🏒 Other funds also holding FLGB

As of 2026 Q1 β€” sorted by position size

MMA ASSET MANAGEMENT LLC 3Y 1.73% Versant Capital Management, Inc 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0%

FAQ About CX Institutional and FLGB

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

How long has CX Institutional reported owning FLGB?

CX Institutional reported FLGB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FLGB position in CX Institutional's portfolio?

The largest reported portfolio weight for FLGB was 0.80% in 2024 Q1.

What is the latest reported FLGB position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 15,514 shares, equal to 0.02% of portfolio, with an estimated market value of $539.

What does the chart on this FLGB ownership page compare?

The chart compares CX Institutional's quarterly FLGB 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.

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