AE Wealth Management’s Franklin FTSE Switzerland ETF FLSW Stock Holding History

AE Wealth Management’s Portfolio FLSW Stock Details FLSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-71	Closed	-$2.94K	–	2630
2025 Q4	$2.94K	Hold	71	–	–	﹤0.01%	2302
2025 Q3	$2.72K	Hold	71	–	–	﹤0.01%	2145
2025 Q2	$2.69K	Hold	71	–	–	﹤0.01%	2029
2025 Q1	$2.54K	Sell	71 -17	-19%	-$594	﹤0.01%	2016
2024 Q4	$2.81K	Buy	+88	New	+$2.98K	﹤0.01%	1976

Other funds holding FLSW

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return

SSA

SSA Swiss Advisors Zurich $216M AUM 17.86% 1-Year Est. Return

AE Wealth Management's FLSW Position: Q1 2026 in Review

AE Wealth Management sold out of Franklin FTSE Switzerland ETF (FLSW) in Q1 2026, closing a stake of 71 shares — an estimated $2.94K sold.

AE Wealth Management first reported a position in FLSW in Q4 2024 and held it in 5 quarters. The position peaked at $2.94K in Q4 2025. 28 funds tracked by Wall St. Rank hold FLSW as of Q1 2026.

AE Wealth Management reported no remaining Franklin FTSE Switzerland ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 71 Franklin FTSE Switzerland ETF shares in Q1 2026, an estimated $2.94K.
AE Wealth Management first reported a position in Franklin FTSE Switzerland ETF in Q4 2024 and held it in 5 quarters.
AE Wealth Management's Franklin FTSE Switzerland ETF position peaked at $2.94K in Q4 2025.
28 funds tracked by Wall St. Rank held Franklin FTSE Switzerland ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.