Congress Wealth Management’s Franklin FTSE United Kingdom ETF FLGB Stock Holding History

Congress Wealth Management’s Portfolio FLGB Stock Details FLGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$26.7M	Buy	871,928 +4,805	+0.6%	+$142K	0.26%	92
2025 Q1	$24.9M	Sell	867,123 -9,881	-1%	-$275K	0.3%	83
2024 Q4	$23M	Sell	877,004 -1,809	-0.2%	-$49.6K	0.32%	82
2024 Q3	$25.1M	Sell	878,813 -12,338	-1%	-$340K	0.33%	74
2024 Q2	$23.4M	Sell	891,151 -14,125	-2%	-$378K	0.37%	60
2024 Q1	$23.7M	Buy	905,276 +2,659	+0.3%	+$66.6K	0.41%	57
2023 Q4	$22.7M	Sell	902,617 -636,193	-41%	-$15.3M	0.42%	49
2023 Q3	$36.8M	Sell	1,538,810 -13,886	-0.9%	-$338K	0.76%	27
2023 Q2	$37.9M	Sell	1,552,696 -26,863	-2%	-$667K	0.88%	21
2023 Q1	$38.2M	Sell	1,579,559 -23,606	-1%	-$568K	0.92%	22
2022 Q4	$36.7M	Sell	1,603,165 -81,885	-5%	-$1.8M	0.94%	19
2022 Q3	$33M	Sell	1,685,050 -587,876	-26%	-$12.9M	0.89%	19
2022 Q2	$50.7M	Buy	2,272,926 +1,971	+0.1%	+$47.5K	1.29%	14
2022 Q1	$57.5M	Buy	2,270,955 +668,661	+42%	+$17.1M	1.26%	18
2021 Q4	$40.7M	Buy	+1,602,294	New	+$40.2M	0.81%	26

Other funds holding FLGB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Congress Wealth Management increased its Franklin FTSE United Kingdom ETF (FLGB) stake by 0.55% in Q2 2025, buying an estimated $142K and bringing the position to 871,928 shares worth $26.7M. The position accounts for 0.26% of the portfolio, ranked #92.

Congress Wealth Management first reported a position in FLGB in Q4 2021 and has held it in 15 quarters since. The position peaked at $57.5M in Q1 2022. 83 funds tracked by Wall St. Rank hold FLGB as of Q2 2025.

Congress Wealth Management held 871,928 shares of Franklin FTSE United Kingdom ETF worth $26.7M as of Q2 2025.
Congress Wealth Management bought 4,805 Franklin FTSE United Kingdom ETF shares in Q2 2025, an estimated $142K.
Franklin FTSE United Kingdom ETF made up 0.26% of Congress Wealth Management's portfolio in Q2 2025, its #92 holding.
Congress Wealth Management first reported a position in Franklin FTSE United Kingdom ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Franklin FTSE United Kingdom ETF position peaked at $57.5M in Q1 2022.
83 funds tracked by Wall St. Rank held Franklin FTSE United Kingdom ETF as of Q2 2025.

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