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EP Wealth Advisors’s Franklin FTSE United Kingdom ETF FLGB Stock Holding History

EP Wealth Advisors’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
2026
Q1 		$6.24M Sell
179,375
-4,450
-2% -$157K 0.03% 273
2025
Q4 		$6.2M Buy
+183,825
New +$6.05M 0.03% 248
2025
Q2 		$5.85M Sell
191,011
-352
-0.2% -$10.4K 0.04% 243
2025
Q1 		$5.48M Sell
191,363
-12,891
-6% -$359K 0.04% 212
2024
Q4 		$5.35M Sell
204,254
-6,452
-3% -$177K 0.04% 209
2024
Q3 		$6.02M Buy
+210,706
New +$5.8M 0.05% 201

Other funds holding FLGB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EP Wealth Advisors's FLGB Position: Q1 2026 in Review

EP Wealth Advisors reduced its Franklin FTSE United Kingdom ETF (FLGB) stake by 2.4% in Q1 2026, selling an estimated $157K and leaving 179,375 shares worth $6.24M. The position accounts for 0.03% of the portfolio, ranked #273.

EP Wealth Advisors first reported a position in FLGB in Q3 2024 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold FLGB as of Q1 2026.

  • EP Wealth Advisors held 179,375 shares of Franklin FTSE United Kingdom ETF worth $6.24M as of Q1 2026.
  • EP Wealth Advisors sold 4,450 Franklin FTSE United Kingdom ETF shares in Q1 2026, an estimated $157K.
  • Franklin FTSE United Kingdom ETF made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #273 holding.
  • EP Wealth Advisors first reported a position in Franklin FTSE United Kingdom ETF in Q3 2024 and has held it in 6 quarters since.
  • 92 funds tracked by Wall St. Rank held Franklin FTSE United Kingdom ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.