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Circle Wealth Management’s Franklin FTSE Canada ETF FLCA Stock Holding History

Circle Wealth Management’s Portfolio FLCA Stock Details FLCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$963K Hold
19,669
– – 0.01% 143
2025
Q4 		$950K Hold
19,669
– – 0.01% 138
2025
Q3 		$893K Hold
19,669
– – 0.02% 129
2025
Q2 		$821K Hold
19,669
– – 0.02% 133
2025
Q1 		$732K Sell
19,669
-2,674
-12% -$100K 0.02% 135
2024
Q4 		$818K Hold
22,343
– – 0.02% 133
2024
Q3 		$841K Hold
22,343
– – 0.02% 133
2024
Q2 		$748K Hold
22,343
– – 0.02% 123
2024
Q1 		$775K Hold
22,343
– – 0.02% 114
2023
Q4 		$743K Hold
22,343
– – 0.02% 110
2023
Q3 		$673K Buy
+22,343
New +$697K 0.02% 111

Other funds holding FLCA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
EL
ES4 LLC Newport Beach, California $155M AUM

Circle Wealth Management's FLCA Position: Q1 2026 in Review

Circle Wealth Management held its Franklin FTSE Canada ETF (FLCA) position steady in Q1 2026 at 19,669 shares worth $963K. The position accounts for 0.01% of the portfolio, ranked #143.

Circle Wealth Management first reported a position in FLCA in Q3 2023 and has held it in 11 quarters since. 73 funds tracked by Wall St. Rank hold FLCA as of Q1 2026.

  • Circle Wealth Management held 19,669 shares of Franklin FTSE Canada ETF worth $963K as of Q1 2026.
  • Circle Wealth Management left its Franklin FTSE Canada ETF share count unchanged in Q1 2026.
  • Franklin FTSE Canada ETF made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Circle Wealth Management first reported a position in Franklin FTSE Canada ETF in Q3 2023 and has held it in 11 quarters since.
  • 73 funds tracked by Wall St. Rank held Franklin FTSE Canada ETF as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.