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Get Institutions for : 
Franklin Liberty Us Treasury Bond Etf (FLGV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    3
Total shares held : 
22,434,322  
% of shares held : 
24.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
851,521  
% of shares held change : 
  0.95%  
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 :
3
 301,826
 1.35%
 
Increased Positions :
12
 1,994,394
 8.89%
 
Unchanged Positions :
5
 8,439
 0.04%
 
Decreased Positions :
6
-58,997
-0.26%
 
Closed Positions :
6
-1,385,702
-6.18%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FRANKLIN RESOURCES INC 147 - 2023-12-31 19,064,237 $397,013,000 1,364,853
   JANNEY MONTGOMERY SCOTT LLC 260 - 2024-03-31 1,269,281 $26,008,000 639,183
   Congress Wealth Management LLC / DE / 69 - 2024-03-31 971,142 $19,899,000 138,571
   TOTAL INVESTMENT MANAGEMENT INC 12 - 2024-03-31 664,576 $13,617,000 18,209
   LPL FINANCIAL CORP 1171 - 2023-12-31 538,935 $11,223,000 489,769
   RAYMOND JAMES & ASSOCIATES 1589 - 2024-03-31 240,411 $4,926,000 37,203
   ENVESTNET ASSET MANAGEMENT INC 2333 - 2023-12-31 117,302 $2,443,000 -9,988
   AE Wealth Management LLC 936 *New 2023-12-31 87,115 $1,792,000 87,115
   Cetera Investment Advisers 999 - 2023-12-31 57,753 $1,203,000 -9,185
   Advisor Group Holdings Inc. 2395 - 2023-12-31 53,708 $1,118,000 -5,385
   VALMARK ADVISERS INC 296 - 2023-12-31 34,553 $720,000 4,491
   CITADEL ADVISORS LLC 3269 - 2023-12-31 33,449 $697,000 15,981
   Envestnet Portfolio Solutions Inc. 960 - 2023-12-31 29,729 $619,000 1,653
   Atria Wealth Solutions Inc. 1280 - 2023-12-31 20,555 $428,000 1,049
   FINANCIAL NETWORK 2166 - 2023-12-31 15,956 $332,000 -4,883
   TRANSAMERICA FINANCIAL ADVISORS, INC. 224 - 2023-12-31 12,898 $269,000 1,405
   Geneos Wealth Management Inc. - 2024-03-31 11,073 $227,000 431
   LOCKERMAN FINANCIAL GROUP INC. 98 - 2024-03-31 10,445 $214,000 -165
   Householder Group Estate & Retirement Specialist L - 2024-03-31 8,442 $173,000 -367
   J P MORGAN CHASE & CO 4413 - 2023-12-31 5,885 $123,000 4,651
   Key Financial Inc 300 - 2024-03-31 5,065 $105,000 0
   Westside Investment Management Inc. 376 - 2024-03-31 2,000 $41,000 0
   HANSON MCCLAIN, INC. 1585 - 2024-03-31 1,309 $27,000 0
   Riggs Asset Managment Co. Inc. - 2024-03-31 65 $1,000 0
   CWM LLC 4052 *New 2024-03-31 46 $1,000 46
   Leicht Financial Planning & Wealth Management Inc. 21 *Closed 2024-03-31 0 $0 -11,503
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   IHT Wealth Management LLC 999 *Closed 2023-12-31 0 $0 -952,277
   BANK OF MONTREAL /CAN/ 3450 *Closed 2023-12-31 0 $0 -2
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6374 *Closed 2023-12-31 0 $0 -19,180
   ROYAL BANK OF CANADA 6833 *Closed 2023-12-31 0 $0 -4,230
   JANE STREET GROUP LLC 5897 *Closed 2023-12-31 0 $0 -409,294
   MORGAN STANLEY 7675 *Closed 2023-12-31 0 $0 -719

  33 Records found
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