Advocacy Wealth Management Services’s Franklin FTSE Europe ETF FLEE Stock Holding History

Advocacy Wealth Management Services’s Portfolio FLEE Stock Details FLEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-57,470	Closed	-$1.78M	–	55
2024 Q3	$1.78M	Sell	57,470 -8,368	-13%	-$250K	0.14%	35
2024 Q2	$1.91M	Sell	65,838 -18,902	-22%	-$563K	0.16%	35
2024 Q1	$2.52M	Sell	84,740 -354,935	-81%	-$10.1M	0.22%	37
2023 Q4	$12.4M	Sell	439,675 -2,293,648	-84%	-$60.3M	1.18%	21
2023 Q3	$69.6M	Buy	2,733,323 +121,911	+5%	+$3.24M	7.74%	4
2023 Q2	$70.3M	Buy	2,611,412 +68,512	+3%	+$1.86M	8.04%	5
2023 Q1	$67.6M	Buy	2,542,900 +2,521,768	+11,933%	+$65.2M	8.21%	3
2022 Q4	$508K	Hold	21,132	–	–	0.07%	34
2022 Q3	$448K	Hold	21,132	–	–	0.07%	31
2022 Q2	$482K	Sell	21,132 -1,062,492	-98%	-$26.6M	0.08%	31
2022 Q1	$29.5M	Buy	+1,083,624	New	+$30M	5.14%	7

Other funds holding FLEE

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advocacy Wealth Management Services's FLEE Position: Q4 2024 in Review

Advocacy Wealth Management Services sold out of Franklin FTSE Europe ETF (FLEE) in Q4 2024, closing a stake of 57,470 shares — an estimated $1.78M sold.

Advocacy Wealth Management Services first reported a position in FLEE in Q1 2022 and held it in 11 quarters. The position peaked at $70.3M in Q2 2023. 19 funds tracked by Wall St. Rank hold FLEE as of Q4 2024.

Advocacy Wealth Management Services reported no remaining Franklin FTSE Europe ETF position as of Q4 2024 after selling out during the quarter.
Advocacy Wealth Management Services sold 57,470 Franklin FTSE Europe ETF shares in Q4 2024, an estimated $1.78M.
Advocacy Wealth Management Services first reported a position in Franklin FTSE Europe ETF in Q1 2022 and held it in 11 quarters.
Advocacy Wealth Management Services's Franklin FTSE Europe ETF position peaked at $70.3M in Q2 2023.
19 funds tracked by Wall St. Rank held Franklin FTSE Europe ETF as of Q4 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2024, filed 14 Feb 2025.