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Atria Investments’s Franklin High Yield Corporate ETF FLHY Stock Holding History

Atria Investments’s Portfolio FLHY Stock Details FLHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,415
Closed -$329K – 2066
2025
Q3 		$329K Buy
13,415
+896
+7% +$21.8K ﹤0.01% 1671
2025
Q2 		$305K Buy
12,519
+1,014
+9% +$24.1K ﹤0.01% 1703
2025
Q1 		$274K Buy
11,505
+342
+3% +$8.21K ﹤0.01% 1664
2024
Q4 		$266K Buy
11,163
+2,057
+23% +$49.6K ﹤0.01% 1651
2024
Q3 		$223K Buy
+9,106
New +$219K ﹤0.01% 1775

Other funds holding FLHY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Atria Investments's FLHY Position: Q4 2025 in Review

Atria Investments sold out of Franklin High Yield Corporate ETF (FLHY) in Q4 2025, closing a stake of 13,415 shares — an estimated $329K sold.

Atria Investments first reported a position in FLHY in Q3 2024 and held it in 5 quarters. The position peaked at $329K in Q3 2025. 74 funds tracked by Wall St. Rank hold FLHY as of Q4 2025.

  • Atria Investments reported no remaining Franklin High Yield Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 13,415 Franklin High Yield Corporate ETF shares in Q4 2025, an estimated $329K.
  • Atria Investments first reported a position in Franklin High Yield Corporate ETF in Q3 2024 and held it in 5 quarters.
  • Atria Investments's Franklin High Yield Corporate ETF position peaked at $329K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Franklin High Yield Corporate ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.