Cape Investment Advisory’s Franklin FTSE China ETF FLCH Stock Holding History

Cape Investment Advisory’s Portfolio FLCH Stock Details FLCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30.1K	Buy	1,455 +48	+3%	+$1.03K	0.01%	635
2026 Q2	$28.7K	Buy	+1,407	New	+$31.5K	0.01%	636
2026 Q1	–	Sell	-985	Closed	-$23.4K	–	544
2025 Q4	$23.4K	Buy	985 +425	+76%	+$10.6K	0.01%	577
2025 Q3	$14.6K	Buy	560 +138	+33%	+$3.26K	0.01%	354
2025 Q2	$9.16K	Buy	422 +108	+34%	+$2.25K	﹤0.01%	650
2025 Q1	$6.71K	Sell	314 -106	-25%	-$2.14K	﹤0.01%	677
2024 Q4	$7.73K	Hold	420	–	–	﹤0.01%	637
2024 Q3	$8.45K	Hold	420	–	–	﹤0.01%	594
2024 Q2	$6.96K	Hold	420	–	–	﹤0.01%	590
2024 Q1	$6.63K	Buy	420 +125	+42%	+$1.92K	﹤0.01%	609
2023 Q4	$4.74K	Hold	295	–	–	﹤0.01%	786
2023 Q3	$5.04K	Hold	295	–	–	﹤0.01%	670
2023 Q2	$5.19K	Buy	295 +88	+43%	+$1.62K	﹤0.01%	650
2023 Q1	$4.07K	Buy	+207	New	+$4.15K	﹤0.01%	717

Other funds holding FLCH

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cape Investment Advisory's FLCH Position: Q3 2026 in Review

Cape Investment Advisory increased its Franklin FTSE China ETF (FLCH) stake by 3.4% in Q3 2026, buying an estimated $1.03K and bringing the position to 1,455 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #635.

Cape Investment Advisory first reported a position in FLCH in Q1 2023 and has held it in 14 quarters since. 4 funds tracked by Wall St. Rank hold FLCH as of Q3 2026.

Cape Investment Advisory held 1,455 shares of Franklin FTSE China ETF worth $30.1K as of Q3 2026.
Cape Investment Advisory bought 48 Franklin FTSE China ETF shares in Q3 2026, an estimated $1.03K.
Franklin FTSE China ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #635 holding.
Cape Investment Advisory first reported a position in Franklin FTSE China ETF in Q1 2023 and has held it in 14 quarters since.
4 funds tracked by Wall St. Rank held Franklin FTSE China ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.