FLGB — FRANKLIN TEMPLETON ETF TR

Ownership history in SWMG, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which SWMG, LLC reported a position in FRANKLIN TEMPLETON ETF TR (FLGB). 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
0.14% (2024 Q2)
Avg. % of fund
0.11%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,462 +356 +3.2% 0.11% $411K $33.75
2025 Q3 ADDED 11,106 +1,152 +11.6% 0.11% $364K $31.74
2025 Q2 ADDED 9,954 +2,598 +35.3% 0.10% $307K $30.09
2025 Q1 REDUCED 7,356 -2,683 -26.7% 0.08% $214K $27.62
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FLGB price (monthly, adj. close)

Other funds also holding FLGB

As of 2025 Q4 — sorted by position size

INNEALTA CAPITAL, LLC 3Y 7Y 1.67% GHP Investment Advisors, Inc. 3Y 7Y 1.08% MERIDIAN INVESTMENT COUNSEL INC. 3Y 7Y 0.55% CABOT WEALTH MANAGEMENT INC 3Y 7Y 0.43% SIMON QUICK ADVISORS, LLC 3Y 7Y 0.4% Beckerman Institutional, LLC 0.31% Dynamic Wealth Strategies, LLC 0.23% Archford Capital Strategies, LLC 3Y 7Y 0.14% BAYBAN 0.13% PGIM Custom Harvest LLC 3Y 0.12%
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