FLCO — 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 (FLCO). 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
0.65% (2025 Q3)
Avg. % of fund
0.65%
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 116,821 +11,669 +11.1% 0.64% $2.5M $21.51
2025 Q3 INITIATED 105,152 — — 0.65% $2.3M $21.39
% of Fund (quarterly)    FLCO price (monthly, adj. close)

Other funds also holding FLCO

As of 2025 Q4 — sorted by position size

HANTZ FINANCIAL SERVICES, INC. 3Y 1.71% FRANKLIN RESOURCES INC 3Y 7Y 0.08% BENJAMIN EDWARDS INC 3Y 0.07% Sanctuary Advisors, LLC 0.04% Compound Planning, Inc. 0.03% Brooklyn Investment Group 0.03% MGO ONE SEVEN LLC 3Y 7Y 0.01% O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3Y 7Y 0.01% TRUIST FINANCIAL CORP 3Y 7Y 0.0% MML INVESTORS SERVICES, LLC 3Y 7Y 0.0%
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