Virtus Family Office LLC FLJP FRANKLIN TEMPLETON ETF TR

Ownership history in Virtus Family Office LLC  ·  10 quarters on record

AI Ownership Summary

Virtus Family Office LLC reported FRANKLIN TEMPLETON ETF TR (FLJP) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.41% in 2024 Q3. The latest visible filing shows FLJP at 0.69% 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 FLJP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Virtus Family Office 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
2026 Q1

FLJP was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Virtus Family Office LLC held FLJP — position size vs. price
% of Fund (quarterly)    FLJP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 22,345 -12,887 -36.6% 0.69% $808K 2026-05-07 $38.90
2025 Q4 ADDED 35,232 +2,391 +7.3% 1.05% $1.2M 2026-02-03 $36.98
2025 Q3 ADDED 32,841 +15,041 +84.5% 1.06% $1.1M 2025-11-05 $33.96
2025 Q2 ADDED 17,800 +5,075 +39.9% 0.73% $572K 2025-08-04 $31.08
2025 Q1 REDUCED 12,725 -159 -1.2% 0.48% $374K 2025-05-12 $29.59
2024 Q4 REDUCED 63.3% +2.8% 12,884 -22,244 -63.3% 0.46% $369K 2025-02-11 $27.82
2024 Q3 ADDED 35,128 +1,195 +3.5% 1.41% $1.1M 2024-11-12 $27.29
2024 Q2 ADDED 33,933 +6,790 +25.0% 1.33% $976K 2024-08-12 $26.18
2024 Q1 UNCHANGED 27,143 0% 1.34% $842K 2024-05-14 $26.99
2023 Q4 INITIATED 27,143 1.27% $760K 2024-02-13 $26.29

FAQ About Virtus Family Office LLC and FLJP

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

How long has Virtus Family Office LLC reported owning FLJP?

Virtus Family Office LLC reported FLJP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FLJP position in Virtus Family Office LLC's portfolio?

The largest reported portfolio weight for FLJP was 1.41% in 2024 Q3.

What is the latest reported FLJP position on this page?

The most recent filing on this page is 2026 Q1, when Virtus Family Office LLC reported 22,345 shares, equal to 0.69% of portfolio, with an estimated market value of $808K.

What does the chart on this FLJP ownership page compare?

The chart compares Virtus Family Office LLC's quarterly FLJP 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.

How well did Virtus Family Office LLC time their FLJP position?

Based on 13F filing dates vs. subsequent FLJP price moves, Virtus Family Office LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on FLJP relative to SPY over the holding period was -1.2%.

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