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Concord Wealth Partners’s Franklin Electric FELE Stock Holding History

Concord Wealth Partners’s Portfolio FELE Stock Details FELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$877 – 860
2024
Q4 		$877 Hold
9
– – ﹤0.01% 815
2024
Q3 		$943 Buy
+9
New +$901 ﹤0.01% 844

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First Trust Advisors
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Concord Wealth Partners's FELE Position: Q1 2025 in Review

Concord Wealth Partners sold out of Franklin Electric (FELE) in Q1 2025, closing a stake of 9 shares — an estimated $877 sold.

Concord Wealth Partners first reported a position in FELE in Q3 2024 and held it in 2 quarters. The position peaked at $943 in Q3 2024. 362 funds tracked by Wall St. Rank hold FELE as of Q1 2025.

  • Concord Wealth Partners reported no remaining Franklin Electric position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 9 Franklin Electric shares in Q1 2025, an estimated $877.
  • Concord Wealth Partners first reported a position in Franklin Electric in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Franklin Electric position peaked at $943 in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Franklin Electric as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.