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EP Wealth Advisors’s Franklin FTSE Canada ETF FLCA Stock Holding History

EP Wealth Advisors’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
2025
Q2 		$103K Buy
+2,471
New +$97.1K ﹤0.01% 1379
2025
Q1 		– Sell
-3,057
Closed -$112K – 1319
2024
Q4 		$112K Sell
3,057
-719
-19% -$27.2K ﹤0.01% 1185
2024
Q3 		$142K Buy
+3,776
New +$134K ﹤0.01% 1107

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
SQA
Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

EP Wealth Advisors's FLCA Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Franklin FTSE Canada ETF (FLCA) in Q2 2025: 2,471 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in FLCA as recently as Q4 2024.

EP Wealth Advisors first reported a position in FLCA in Q3 2024 and has held it in 3 quarters since. The position peaked at $142K in Q3 2024. 59 funds tracked by Wall St. Rank hold FLCA as of Q2 2025.

  • EP Wealth Advisors held 2,471 shares of Franklin FTSE Canada ETF worth $103K as of Q2 2025.
  • Franklin FTSE Canada ETF was a new EP Wealth Advisors position in Q2 2025.
  • Franklin FTSE Canada ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1379 holding.
  • EP Wealth Advisors first reported a position in Franklin FTSE Canada ETF in Q3 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's Franklin FTSE Canada ETF position peaked at $142K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Franklin FTSE Canada ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.