FLCB — FRANKLIN TEMPLETON ETF TR

Ownership history in Sequent Planning LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in FRANKLIN TEMPLETON ETF TR (FLCB). 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
4.76% (2025 Q3)
Avg. % of fund
4.72%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 850,538 +78,244 +10.1% 4.68% $18.4M $21.48
2025 Q3 INITIATED 772,294 — — 4.76% $16.8M $21.27
% of Fund (quarterly)    FLCB price (monthly, adj. close)

Other funds also holding FLCB

As of 2025 Q4 — sorted by position size

Convergence Financial, LLC 2.8% HANTZ FINANCIAL SERVICES, INC. 3Y 0.43% FRANKLIN RESOURCES INC 3Y 7Y 0.41% Slagle Financial, LLC 0.33% Sanctuary Advisors, LLC 0.33% First Citizens Financial Corp 3Y 0.25% Smartleaf Asset Management LLC 0.19% MGO ONE SEVEN LLC 3Y 7Y 0.17% Pinnacle Financial Group, LLC / IL 3Y 0.16% Bogart Wealth, LLC 3Y 7Y 0.16%
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