FLIA — FRANKLIN TEMPLETON ETF TR

Ownership history in WorthPointe, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which WorthPointe, LLC reported a position in FRANKLIN TEMPLETON ETF TR (FLIA). 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
0.45% (2025 Q4)
Avg. % of fund
0.45%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 84,983 — — 0.45% $1.7M $20.18
% of Fund (quarterly)    FLIA price (monthly, adj. close)

Other funds also holding FLIA

As of 2025 Q4 — sorted by position size

HANTZ FINANCIAL SERVICES, INC. 3Y 1.63% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.74% ACT Advisors, LLC. 3Y 0.39% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.36% Stratos Investment Management, LLC 3Y 0.24% Matisse Capital 3Y 7Y 0.14% Your Advocates Ltd., LLP 3Y 0.12% Opes Wealth Management LLC 3Y 0.1% Millington Financial Advisors, LLC 3Y 0.1% NorthCrest Asset Manangement, LLC 3Y 0.05%
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