IFP Advisors, Inc FLGB — FRANKLIN TEMPLETON ETF TR

Ownership history in IFP Advisors, Inc  ·  12 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported FRANKLIN TEMPLETON ETF TR (FLGB) in 12 quarterly 13F filings from 2024 Q4 through 2026 Q3. The latest visible filing shows FLGB at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLGB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc'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 Q3

FLGB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q3

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.

FLGB stock page IFP Advisors, Inc fund profile IFP Advisors, Inc full holdings
How IFP Advisors, Inc held FLGB — position size vs. price
% of Fund (quarterly)    FLGB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 200 -103 -34.0% 0.00% $7K 2026-10-16 $37.00
2026 Q2 ADDED — — — 303 +198 +188.6% 0.00% $11K 2026-07-20 $35.69
2026 Q1 REDUCED 7.1% +3.0% ❌ 105 -8 -7.1% 0.00% $4K 2026-04-13 $36.14
2025 Q4 REDUCED — — — 113 -2 -1.7% 0.00% $4K 2026-02-06 $35.40
2025 Q3 REDUCED 12.2% +6.2% ❌ 115 -16 -12.2% 0.00% $4K 2025-12-02 $31.99
2025 Q2 REDUCED — — — 131 -1 -0.8% 0.00% $4K 2025-07-24 $30.40
2025 Q1 REDUCED 28.6% +8.9% ❌ 132 -53 -28.6% 0.00% $4K 2025-05-05 $28.17
2024 Q4 REDUCED 61.5% +9.4% ❌ 185 -296 -61.5% 0.00% $5K 2025-02-04 $26.05
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FLGB

As of 2026 Q3 — sorted by position size

GHP Investment Advisors, Inc. 3Y 7Y 1.11% MERIDIAN INVESTMENT COUNSEL INC. 3Y 7Y 0.57% Dynamic Wealth Strategies, LLC 0.32% Triumph Capital Management 3Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.01% Farmers & Merchants Trust Co of Chambersburg PA 3Y 7Y 0.01% Farther Finance Advisors, LLC 3Y 0.0% Atria Investments, Inc 3Y 7Y 0.0% Cape Investment Advisory, Inc. 0.0% Blue Trust, Inc. 3Y 0.0%

FAQ About IFP Advisors, Inc and FLGB

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

How long has IFP Advisors, Inc reported owning FLGB?

IFP Advisors, Inc reported FLGB across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported FLGB position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for FLGB was 0.00% in 2026 Q2.

What is the latest reported FLGB position on this page?

The most recent filing on this page is 2026 Q3, when IFP Advisors, Inc reported 200 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this FLGB ownership page compare?

The chart compares IFP Advisors, Inc'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.

How well did IFP Advisors, Inc time their FLGB position?

Based on 13F filing dates vs. subsequent FLGB price moves, IFP Advisors, Inc correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on FLGB relative to SPY over the holding period was +328.9%.

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