BFEC
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Benjamin F. Edwards & Company’s Franklin Genomic Advancements ETF HELX Stock Holding History

Benjamin F. Edwards & Company’s Portfolio HELX Stock Details HELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,942
Closed -$225K – 2117
2023
Q3 		$225K Buy
7,942
+192
+2% +$5.79K 0.01% 701
2023
Q2 		$234K Buy
7,750
+3,116
+67% +$94.4K 0.01% 690
2023
Q1 		$141K Buy
4,634
+57
+1% +$1.75K 0.01% 811
2022
Q4 		$138K Sell
4,577
-112
-2% -$3.44K 0.01% 808
2022
Q3 		$139K Sell
4,689
-29
-0.6% -$962 0.01% 774
2022
Q2 		$151K Buy
4,718
+59
+1% +$1.95K 0.01% 744
2022
Q1 		$172K Buy
4,659
+818
+21% +$31.1K 0.01% 724
2021
Q4 		$186K Buy
3,841
+281
+8% +$14K 0.01% 709
2021
Q3 		$186K Sell
3,560
-241
-6% -$13K 0.01% 681
2021
Q2 		$197K Buy
3,801
+80
+2% +$3.58K 0.01% 650
2021
Q1 		$161K Sell
3,721
-358
-9% -$16.7K 0.01% 725
2020
Q4 		$181K Sell
4,079
-223
-5% -$8.88K 0.01% 671
2020
Q3 		$151K Buy
+4,302
New +$146K 0.01% 656

Other funds holding HELX

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Benjamin F. Edwards & Company's HELX Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Franklin Genomic Advancements ETF (HELX) in Q4 2023, closing a stake of 7,942 shares — an estimated $225K sold.

Benjamin F. Edwards & Company first reported a position in HELX in Q3 2020 and held it in 13 quarters. The position peaked at $234K in Q2 2023. 9 funds tracked by Wall St. Rank hold HELX as of Q4 2023.

  • Benjamin F. Edwards & Company reported no remaining Franklin Genomic Advancements ETF position as of Q4 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 7,942 Franklin Genomic Advancements ETF shares in Q4 2023, an estimated $225K.
  • Benjamin F. Edwards & Company first reported a position in Franklin Genomic Advancements ETF in Q3 2020 and held it in 13 quarters.
  • Benjamin F. Edwards & Company's Franklin Genomic Advancements ETF position peaked at $234K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.