FLQL — 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 (FLQL). 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
3.25% (2025 Q4)
Avg. % of fund
3.21%
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 184,040 +20,614 +12.6% 3.25% $12.8M $69.33
2025 Q3 INITIATED 163,426 — — 3.17% $11.2M $68.17
% of Fund (quarterly)    FLQL price (monthly, adj. close)

Other funds also holding FLQL

As of 2025 Q4 — sorted by position size

Elevation Capital Advisory, LLC 2.23% Sanctuary Advisors, LLC 0.59% Core Wealth Partners LLC 3Y 0.44% Steward Partners Investment Advisory, LLC 3Y 7Y 0.44% Arkadios Wealth Advisors 3Y 0.35% SOL Capital Management CO 3Y 7Y 0.34% Cornerstone Wealth Management, LLC 3Y 7Y 0.34% Howard Capital Management Inc. 3Y 7Y 0.2% Wealthcare Advisory Partners LLC 3Y 7Y 0.19% FRANKLIN RESOURCES INC 3Y 7Y 0.15%
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