Ergawealth Advisors’s Franklin FTSE Mexico ETF FLMX Stock Holding History

Ergawealth Advisors’s Portfolio FLMX Stock Details FLMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,610	Closed	-$412K	–	63
2024 Q2	$412K	Buy	14,610 +1,887	+15%	+$59.9K	0.22%	44
2024 Q1	$433K	Buy	12,723 +136	+1%	+$4.43K	0.24%	38
2023 Q4	$417K	Buy	12,587 +838	+7%	+$24.9K	0.26%	34
2023 Q3	$339K	Buy	11,749 +740	+7%	+$22.6K	0.23%	36
2023 Q2	$338K	Buy	11,009 +2,825	+35%	+$85.4K	0.23%	32
2023 Q1	$240K	Buy	+8,184	New	+$230K	0.2%	39

Other funds holding FLMX

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ergawealth Advisors's FLMX Position: Q3 2024 in Review

Ergawealth Advisors sold out of Franklin FTSE Mexico ETF (FLMX) in Q3 2024, closing a stake of 14,610 shares — an estimated $412K sold.

Ergawealth Advisors first reported a position in FLMX in Q1 2023 and held it in 6 quarters. The position peaked at $433K in Q1 2024. 19 funds tracked by Wall St. Rank hold FLMX as of Q3 2024.

Ergawealth Advisors reported no remaining Franklin FTSE Mexico ETF position as of Q3 2024 after selling out during the quarter.
Ergawealth Advisors sold 14,610 Franklin FTSE Mexico ETF shares in Q3 2024, an estimated $412K.
Ergawealth Advisors first reported a position in Franklin FTSE Mexico ETF in Q1 2023 and held it in 6 quarters.
Ergawealth Advisors's Franklin FTSE Mexico ETF position peaked at $433K in Q1 2024.
19 funds tracked by Wall St. Rank held Franklin FTSE Mexico ETF as of Q3 2024.

Based on Ergawealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.