FLGV — 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 (FLGV). 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
1.54% (2025 Q3)
Avg. % of fund
1.53%
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 291,898 +28,704 +10.9% 1.52% $6.0M $20.39
2025 Q3 INITIATED 263,194 — — 1.54% $5.4M $20.23
% of Fund (quarterly)    FLGV price (monthly, adj. close)

Other funds also holding FLGV

As of 2025 Q4 — sorted by position size

Flaharty Asset Management, LLC 3Y 7Y 3.53% First Heartland Consultants, Inc. 3Y 7Y 0.65% Encompass More Asset Management 0.32% FRANKLIN RESOURCES INC 3Y 7Y 0.18% Janney Montgomery Scott LLC 3Y 7Y 0.1% Concurrent Investment Advisors, LLC 0.1% MGO ONE SEVEN LLC 3Y 7Y 0.08% OSAIC HOLDINGS, INC. 3Y 0.06% Transamerica Financial Advisors, LLC 3Y 7Y 0.05% TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 0.03%
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