AWM
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Axxcess Wealth Management’s Franklin Focused Dynamic Growth ETF FFOG Stock Holding History

Axxcess Wealth Management’s Portfolio FFOG Stock Details FFOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,450
Closed -$253K – 884
2024
Q1 		$253K Buy
+7,450
New +$237K 0.01% 728

Other funds holding FFOG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Axxcess Wealth Management's FFOG Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Franklin Focused Dynamic Growth ETF (FFOG) in Q2 2024, closing a stake of 7,450 shares — an estimated $253K sold.

Axxcess Wealth Management first reported a position in FFOG in Q1 2024 and held it in 1 quarter. The position peaked at $253K in Q1 2024. 21 funds tracked by Wall St. Rank hold FFOG as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Franklin Focused Dynamic Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,450 Franklin Focused Dynamic Growth ETF shares in Q2 2024, an estimated $253K.
  • Axxcess Wealth Management first reported a position in Franklin Focused Dynamic Growth ETF in Q1 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's Franklin Focused Dynamic Growth ETF position peaked at $253K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Franklin Focused Dynamic Growth ETF as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.