FLMX β€” FRANKLIN TEMPLETON ETF TR

Ownership history in OPTIMA CAPITAL LLC  Β·  2 quarters on record

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

πŸ” Peak position
0.42% (2025 Q2)
πŸ“Š Avg. % of fund
0.21%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    FLMX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 170 -26,371 -99.4% 0.00% $6K $33.85
2025 Q2 INITIATED 26,541 β€” β€” 0.42% $788K $29.09

🏒 Other funds also holding FLMX

As of 2025 Q4 β€” sorted by position size

PCG Wealth Advisors, LLC 3Y 0.97% Marotta Asset Management 3Y 0.37% Redmond Asset Management, LLC 3Y 7Y 0.13% Kaizen Financial Strategies 3Y 0.13% HBW ADVISORY SERVICES LLC 3Y 0.04% HSBC HOLDINGS PLC 3Y 7Y 0.01% Texas Yale Capital Corp. 3Y 7Y 0.01% CITIGROUP INC 3Y 7Y 0.0% THRIVENT FINANCIAL FOR LUTHERANS 3Y 7Y 0.0% ATWOOD & PALMER INC 3Y 7Y 0.0%
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