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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 $570B AUM 27.57% 1-Year Est. Return
FDP
Financiere des Professionnels Montreal, Quebec, Canada $1.71B AUM 21.77% 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 $875M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MAM
MMA Asset Management Conshohocken, Pennsylvania $284M AUM 17.22% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return