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Get Institutions for : 
Franklin Libertyq Us Mid Cap Equity Etf (FLQM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    7
Total shares held : 
 6,775,637  
% of shares held : 
 75.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   31  
Amount of shares held : 
 1,825,827  
% of shares held change : 
   20.29%  
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 :
13
 140,352
 2.07%
 
Increased Positions :
42
 1,914,502
 28.26%
 
Unchanged Positions :
6
 4,456
 0.07%
 
Decreased Positions :
18
-122,921
-1.81%
 
Closed Positions :
6
-106,106
-1.57%
 
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
   LPL FINANCIAL CORP 372 - 2023-12-31 1,544,511 $74,337,000 150,608
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 196 - 2024-03-31 1,267,310 $67,750,000 408,202
   CWM LLC 119 - 2024-03-31 676,560 $36,169,000 264,848
   GeoWealth Management LLC 13 - 2023-12-31 316,732 $15,244,000 31,100
   IHT Wealth Management LLC 24 - 2023-12-31 309,107 $14,877,000 293,306
   FINANCIAL CONSULATE INC 9 *New 2024-03-31 275,661 $14,737,000 275,661
   Private Advisor Group LLC - 2024-03-31 262,010 $14,007,000 -17,074
   Fundamentun LLC 32 - 2024-03-31 183,466 $9,808,000 -34,730
   BANK OF AMERICA CORP /DE/ 2441 - 2023-12-31 191,581 $9,221,000 134,795
   FLYNN ZITO CAPITAL MANAGEMENT LLC - 2024-03-31 170,039 $9,090,000 79
   MULTIFINANCIAL SECURITIES CORP 160 - 2023-12-31 181,766 $8,748,000 6,401
   RAYMOND JAMES & ASSOCIATES 1261 - 2024-03-31 156,429 $8,363,000 35,028
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 524 - 2024-03-31 153,506 $8,206,000 15,302
   Advisor Group Holdings Inc. 936 - 2023-12-31 160,734 $7,738,000 -21,905
   MONEYWISE INC. 9 - 2024-03-31 128,694 $6,880,000 -94,589
   ROYAL BANK OF CANADA 1756 - 2023-12-31 128,203 $6,171,000 17,868
   COMMONWEALTH EQUITY SERVICES LLC. 1122 - 2024-03-31 98,849 $5,284,000 88,961
   Snowden Capital Advisors LLC 147 - 2023-12-31 100,443 $4,834,000 -605
   TNB FINANCIAL 48 - 2024-03-31 90,040 $4,814,000 1,757
   Geneos Wealth Management Inc. - 2024-03-31 89,110 $4,764,000 12,377
   STIFEL FINANCIAL CORP 1181 - 2023-12-31 90,926 $4,376,000 46,719
   Berger Financial Group Inc 80 *New 2024-03-31 81,351 $4,349,000 81,351
   Paul Damon & Associates Inc. 9 - 2024-03-31 77,299 $4,132,000 3,128
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 76,685 $4,100,000 25,380
   Leo Wealth LLC 41 - 2023-12-31 74,694 $3,862,000 0
   IFP Advisors Inc 142 - 2023-12-31 69,008 $3,321,000 -1,588
   H D Vest Advisory Services 386 - 2023-12-31 65,880 $3,171,000 11,870
   Equitable Holdings Inc. 343 - 2023-12-31 53,745 $2,587,000 -3,734
   Stratos Wealth Partners LTD. 385 - 2024-03-31 46,058 $2,462,000 -24,413
   Lakeview Capital Partners LLC 66 - 2023-12-31 44,927 $2,162,000 3,599
   WCG Wealth Advisors LLC 126 - 2023-12-31 44,832 $2,158,000 -2,222
   FINANCIAL NETWORK 930 - 2023-12-31 44,232 $2,129,000 -2,022
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1879 - 2023-12-31 41,976 $2,020,000 29,880
   Kestra Advisory Services LLC 799 - 2023-12-31 40,437 $1,946,000 4,071
   MORGAN STANLEY 4438 - 2023-12-31 38,468 $1,852,000 38,261
   Solano Wealth Management Inc. 16 - 2023-12-31 35,720 $1,719,000 2,002
   CITADEL ADVISORS LLC 2459 - 2023-12-31 34,976 $1,683,000 28,016
   LEAVELL T & ASSOCIATES INC 215 - 2024-03-31 28,275 $1,512,000 975
   Cornerstone Wealth Management LLC 160 - 2024-03-31 26,101 $1,395,000 1,289
   Per Stirling Capital Management LLC. 66 - 2023-12-31 27,778 $1,337,000 -2,161
   Integrity Financial Corp /WA 29 - 2024-03-31 23,974 $1,282,000 28
   ATRIA INVESTMENTS LLC 813 *New 2023-12-31 24,904 $1,199,000 24,904
   JANE STREET GROUP LLC 3018 *New 2023-12-31 24,210 $1,165,000 24,210
   Empirical Asset Management LLC 23 - 2023-12-31 23,920 $1,151,000 453
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 948 - 2023-12-31 22,115 $1,064,000 12,478
   LINCOLN NATIONAL CORP - 2024-03-31 19,638 $1,050,000 4,062
   Mutual Advisors LLC - 2024-03-31 17,270 $923,000 -13,941
   JANNEY MONTGOMERY SCOTT LLC 1561 *New 2024-03-31 16,989 $908,000 16,989
   ESSEX FINANCIAL SERVICES INC 235 - 2024-03-31 15,228 $814,000 2,612
   HAZLETT BURT & WATSON INC. 43 - 2024-03-31 15,001 $802,000 2,123
   Dynamic Advisors Solutions LLC 487 - 2024-03-31 14,902 $797,000 193
   Kingsview Wealth Management LLC 532 *New 2023-12-31 16,250 $782,000 16,250
   MARINER WEALTH ADVISORS, LLC 1627 - 2023-12-31 15,910 $766,000 -33,489
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 293 - 2024-03-31 12,565 $668,000 -975
   FRANKLIN RESOURCES INC 1808 - 2023-12-31 12,057 $580,000 725
   DAVIDSON D A & CO 948 *New 2023-12-31 10,345 $498,000 10,345
   Redwood Financial Network Corp - 2024-03-31 8,914 $477,000 1,190
   Southland Equity Partners LLC 118 - 2024-03-31 8,218 $439,000 -7
   PACIFIC SUN FINANCIAL CORP - 2024-03-31 6,782 $363,000 0
   Integrated Wealth Concepts LLC 1149 - 2023-12-31 7,482 $360,000 598
   FULTON BREAKEFIELD BROENNIMAN LLC 139 *New 2024-03-31 6,281 $336,000 6,281
   PRIVATE TRUST CO NA 502 - 2024-03-31 5,792 $310,000 583
   Western Wealth Management LLC 505 - 2024-03-31 5,596 $299,000 134
   Sigma Planning Corp *New 2024-03-31 5,505 $294,000 5,505
   Strategic Equity Management 29 *New 2024-03-31 5,412 $289,000 5,412
   Arkadios Wealth Advisors - 2024-03-31 5,209 $278,000 7
   ENVESTNET ASSET MANAGEMENT INC 3717 - 2023-12-31 4,879 $235,000 -2,161
   HARBOUR INVESTMENTS INC. 816 - 2023-12-31 4,723 $227,000 2,435
   AdvisorNet Financial Inc 450 - 2024-03-31 4,102 $219,000 1
   Redhawk Wealth Advisors Inc. 277 *New 2023-12-31 4,346 $209,000 4,346
   ADVISORY SERVICES NETWORK, LLC 1574 *New 2023-12-31 2,286 $110,000 2,286
   Aspire Private Capital LLC 193 - 2024-03-31 1,901 $102,000 0
   DB Wealth Management Group LLC 134 - 2023-12-31 1,623 $78,000 0
   PROEQUITIES INC. - 2024-03-31 992 $53,000 92
   Aspire Wealth Management Corp - 2024-03-31 764 $41,000 168
   PRINCIPAL SECURITIES INC. 1590 - 2023-12-31 776 $37,000 0
   Ronald Blue Trust Inc. *New 2024-03-31 506 $27,000 506
   Tidemark LLC 308 - 2023-12-31 494 $24,000 0
   NATIONAL BANK OF CANADA /FI/ 1785 *New 2023-12-31 500 $24,000 500
   Hartland & Co. LLC 908 *New 2023-12-31 485 $23,000 485
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 414 $22,000 414
   Sage Mountain Advisors LLC 377 *New 2024-03-31 327 $17,000 327
   McIlrath & Eck LLC 438 - 2023-12-31 348 $17,000 0
   Householder Group Estate & Retirement Specialist L *New 2024-03-31 290 $16,000 290
   Frazier Financial Advisors LLC 279 - 2023-12-31 315 $15,000 0
   FMR LLC 3975 - 2023-12-31 301 $14,000 -190
   BIDWELL C M & ASSOCIATES LTD/ 298 - 2023-12-31 210 $10,000 109
   PSI Advisors LLC 674 - 2024-03-31 29 $2,000 -1
   UBS Group AG 7301 *Closed 2023-12-31 0 $0 -2,467
   MONECO Advisors LLC 407 *Closed 2024-03-31 0 $0 -10,782
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1756 *Closed 2023-12-31 0 $0 -62
   KPP Advisory Services LLC 179 *Closed 2023-12-31 0 $0 -81,862
   Onyx Bridge Wealth Group LLC *Closed 2024-03-31 0 $0 -5,875
   Ameritas Advisory Services LLC 831 *Closed 2023-12-31 0 $0 -14,192
  94 Records found
  1    
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