FLHY β€” FRANKLIN TEMPLETON ETF TR

Ownership history in Sequent Planning LLC  Β·  2 quarters on record

AI Ownership Summary

Sequent Planning LLC reported FRANKLIN TEMPLETON ETF TR (FLHY) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.25% in 2025 Q4. The latest visible filing shows FLHY at 0.25% 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.

What this FLHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequent Planning LLC'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
2025 Q4

FLHY was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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.

How Sequent Planning LLC held FLHY β€” position size vs. price
% of Fund (quarterly)    FLHY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 39,608 +10,650 +36.8% 0.25% $967K 2026-02-14 (Est.) $24.39
2025 Q3 INITIATED 28,958 β€” β€” 0.20% $710K 2025-11-12 $23.85

FAQ About Sequent Planning LLC and FLHY

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

How long has Sequent Planning LLC reported owning FLHY?

Sequent Planning LLC reported FLHY across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported FLHY position in Sequent Planning LLC's portfolio?

The largest reported portfolio weight for FLHY was 0.25% in 2025 Q4.

What is the latest reported FLHY position on this page?

The most recent filing on this page is 2025 Q4, when Sequent Planning LLC reported 39,608 shares, equal to 0.25% of portfolio, with an estimated market value of $967K.

What does the chart on this FLHY ownership page compare?

The chart compares Sequent Planning LLC's quarterly FLHY 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.

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