Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Franklin Ftse China Etf (FLCH)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    1
Total shares held : 
3,511,590  
% of shares held : 
29.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
247,902  
% of shares held change : 
  2.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 384,996
 10.96%
 
Increased Positions :
12
 402,182
 11.45%
 
Unchanged Positions :
9
 926,260
 26.38%
 
Decreased Positions :
10
-429,114
-12.22%
 
Closed Positions :
6
-110,162
-3.14%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GLOVISTA INVESTMENTS LLC 2 - 2023-12-31 1,321,454 $21,194,000 -7,536
   Financiere des Professionnels - Fonds dinvestissem 56 - 2024-03-31 425,000 $6,707,000 0
   Main Management ETF Advisors LLC 33 *New 2023-12-31 360,680 $5,789,000 360,680
   Leo Wealth LLC 47 - 2023-12-31 230,855 $3,701,000 0
   OLD MISSION CAPITAL LLC 194 - 2023-12-31 192,954 $3,097,000 152,241
   JANE STREET GROUP LLC 2188 - 2023-12-31 153,448 $2,463,000 83,355
   FRANKLIN RESOURCES INC 1285 - 2023-12-31 145,714 $2,339,000 0
   Equitable Holdings Inc. 402 - 2023-12-31 128,661 $2,065,000 118,327
   INNEALTA CAPITAL LLC 33 - 2023-12-31 122,989 $1,974,000 0
   MORGAN STANLEY 4549 - 2023-12-31 97,050 $1,558,000 -17,350
   MORNINGSTAR INVESTMENT SERVICES, INC. 225 - 2023-12-31 66,688 $1,068,000 33,837
   Change Path LLC 258 - 2023-12-31 59,051 $948,000 5,372
   Kovitz Investment Group Partners LLC 298 - 2023-12-31 48,185 $773,000 -672
   MENORA MIVTACHIM HOLDINGS LTD. 80 - 2023-12-31 45,000 $722,000 -15,000
   KWB Wealth 91 *New 2024-03-31 25,430 $401,000 25,430
   BOLTWOOD CAPITAL MANAGEMENT 129 - 2024-03-31 25,300 $399,000 5,300
   TOWNSQUARE CAPITAL LLC 888 *New 2023-12-31 20,635 $331,000 20,635
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2896 - 2024-03-31 14,485 $229,000 280
   ENVESTNET ASSET MANAGEMENT INC 3759 - 2023-12-31 13,622 $219,000 130
   Wallace Advisory Group LLC 153 *New 2024-03-31 13,401 $215,000 13,401
   LPL FINANCIAL CORP 4288 - 2023-12-31 12,867 $207,000 -639
   BFT FINANCIAL GROUP LLC 279 - 2023-06-30 11,549 $203,000 -674
   UBS Group AG 4636 - 2023-12-31 10,726 $172,000 -385,685
   GeoWealth Management LLC 547 - 2023-12-31 8,535 $137,000 919
   ROYAL BANK OF CANADA 5282 - 2023-12-31 3,201 $52,000 -644
   Main Management LLC 105 *New 2023-12-31 2,033 $33,000 2,033
   BANK OF AMERICA CORP /DE/ 5687 - 2023-12-31 1,086 $17,000 32
   ADVISORY SERVICES NETWORK, LLC 2607 *New 2023-12-31 1,000 $16,000 1,000
   ATLAS CAPITAL ADVISORS LLC 649 - 2024-03-31 811 $13,000 -1,471
   Advisor Group Holdings Inc. 5642 - 2023-12-31 739 $12,000 -169
   NATIONAL BANK OF CANADA /FI/ 1946 - 2023-12-31 780 $12,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1089 *New 2023-12-31 648 $10,000 648
   PRINCIPAL SECURITIES INC. 2299 - 2023-12-31 477 $8,000 0
   FTB Advisors Inc. 1824 - 2024-03-31 335 $5,000 0
   Cape Investment Advisory Inc. 773 - 2023-12-31 295 $5,000 0
   TD Waterhouse Canada Inc. 1467 - 2023-12-31 150 $3,000 0
   FLOW TRADERS U.S. LLC 781 *Closed 2023-12-31 0 $0 -41,982
   Private Advisor Group LLC 2207 *Closed 2023-12-31 0 $0 -14,444
   PROEQUITIES INC. 2610 - 2023-12-31 0 $0 0
   WELLS FARGO & CO/MN 6003 - 2023-12-31 1 $0 -1,199
   COMERICA BANK 3648 *Closed 2023-12-31 0 $0 -1,897
   Rise Advisors LLC 1260 *Closed 2024-03-31 0 $0 -244
   BANK OF MONTREAL /CAN/ 3530 *Closed 2023-12-31 0 $0 -32,963
   MARINER WEALTH ADVISORS, LLC 3199 *Closed 2023-12-31 0 $0 -14,671

  44 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results