EverSource Wealth Advisors, LLC FLEE — FRANKLIN FTSE EUROPE ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported FRANKLIN FTSE EUROPE ETF (FLEE) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows FLEE at 0.01% 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 FLEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in FRANKLIN FTSE EUROPE ETF, 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

FLEE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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
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.

FLEE stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held FLEE — position size vs. price
% of Fund (quarterly)    FLEE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,813 -32,026 -94.6% 0.01% $338K 2026-05-14 $38.43
2025 Q4 REDUCED 32.4% -0.5% ✅ 33,839 -16,218 -32.4% 0.05% $1.2M 2026-02-06 $38.73
2025 Q3 REDUCED 8.4% +7.0% ❌ 50,057 -4,607 -8.4% 0.07% $1.7M 2025-11-10 $35.09
2025 Q2 ADDED — — — 54,664 +4,395 +8.7% 0.08% $1.8M 2025-08-13 $33.82
2025 Q1 ADDED — — — 50,269 +4,211 +9.1% 0.09% $1.6M 2025-05-13 $31.85
2024 Q4 ADDED — — — 46,058 +23,110 +100.7% 0.07% $1.3M 2025-02-10 $28.95
2024 Q3 ADDED — — — 22,948 +2,926 +14.6% 0.05% $711K 2024-11-08 $27.87
2024 Q2 ADDED — — — 20,022 +18,405 +1138.2% 0.04% $595K 2024-08-13 $28.16
2024 Q1 UNCHANGED — — — 1,617 — 0% 0.00% $46K 2024-05-13 $28.39
2023 Q4 INITIATED — — — 1,617 — — 0.00% $46K 2024-02-09 $26.18

🏢 Other funds also holding FLEE

As of 2026 Q1 — sorted by position size

Treasure Coast Financial Planning 3Y 4.89% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 0.15% EP Wealth Advisors, LLC 3Y 7Y 0.11% GTS SECURITIES LLC 0.08% Sage Mountain Advisors LLC 3Y 0.01% Tidal Investments LLC 3Y 7Y 0.01% Bare Financial Services, Inc 0.01% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.0% Integrated Wealth Concepts LLC 3Y 7Y 0.0% Orion Porfolio Solutions, LLC 3Y 7Y 0.0%

FAQ About EverSource Wealth Advisors, LLC and FLEE

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

How long has EverSource Wealth Advisors, LLC reported owning FLEE?

EverSource Wealth Advisors, LLC reported FLEE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FLEE position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for FLEE was 0.09% in 2025 Q1.

What is the latest reported FLEE position on this page?

The most recent filing on this page is 2026 Q1, when EverSource Wealth Advisors, LLC reported 1,813 shares, equal to 0.01% of portfolio, with an estimated market value of $338K.

What does the chart on this FLEE ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly FLEE 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 EverSource Wealth Advisors, LLC time their FLEE position?

Based on 13F filing dates vs. subsequent FLEE price moves, EverSource Wealth Advisors, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on FLEE relative to SPY over the holding period was -1.9%.

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