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Congress Wealth Management’s Franklin FTSE China ETF FLCH Stock Holding History

Congress Wealth Management’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
2025
Q2 		$8.13M Buy
374,436
+416
+0.1% +$8.67K 0.08% 287
2025
Q1 		$7.99M Buy
374,020
+34,323
+10% +$693K 0.1% 244
2024
Q4 		$6.25M Buy
339,697
+1,838
+0.5% +$35.9K 0.09% 258
2024
Q3 		$6.79M Buy
337,859
+15,098
+5% +$251K 0.09% 257
2024
Q2 		$5.35M Buy
+322,761
New +$5.48M 0.09% 242

Other funds holding FLCH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FDP
Financiere des Professionnels Montreal, Quebec, Canada $1.77B AUM 34.52% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MAM
MMA Asset Management Conshohocken, Pennsylvania $314M AUM 20.27% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Congress Wealth Management's FLCH Position: Q2 2025 in Review

Congress Wealth Management increased its Franklin FTSE China ETF (FLCH) stake by 0.11% in Q2 2025, buying an estimated $8.67K and bringing the position to 374,436 shares worth $8.13M. The position accounts for 0.08% of the portfolio, ranked #287.

Congress Wealth Management first reported a position in FLCH in Q2 2024 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold FLCH as of Q2 2025.

  • Congress Wealth Management held 374,436 shares of Franklin FTSE China ETF worth $8.13M as of Q2 2025.
  • Congress Wealth Management bought 416 Franklin FTSE China ETF shares in Q2 2025, an estimated $8.67K.
  • Franklin FTSE China ETF made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #287 holding.
  • Congress Wealth Management first reported a position in Franklin FTSE China ETF in Q2 2024 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held Franklin FTSE China ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.