EverSource Wealth Advisors’s Franklin FTSE Taiwan ETF FLTW Stock Holding History

EverSource Wealth Advisors’s Portfolio FLTW Stock Details FLTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$615K	Buy	9,030 +3,544	+65%	+$241K	0.02%	518
2025 Q4	$334K	Sell	5,486 -10	-0.2%	-$603	0.01%	712
2025 Q3	$323K	Sell	5,496 -71	-1%	-$3.92K	0.01%	692
2025 Q2	$291K	Buy	5,567 +5,097	+1,084%	+$238K	0.01%	683
2025 Q1	$20.3K	Buy	+470	New	+$22K	﹤0.01%	1679

Other funds holding FLTW

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

BAM

BOCHK Asset Management Hong Kong $483M AUM 32.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KIA

Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

MAM

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

EverSource Wealth Advisors's FLTW Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Franklin FTSE Taiwan ETF (FLTW) stake by 65% in Q1 2026, buying an estimated $241K and bringing the position to 9,030 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #518.

EverSource Wealth Advisors first reported a position in FLTW in Q1 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold FLTW as of Q1 2026.

EverSource Wealth Advisors held 9,030 shares of Franklin FTSE Taiwan ETF worth $615K as of Q1 2026.
EverSource Wealth Advisors bought 3,544 Franklin FTSE Taiwan ETF shares in Q1 2026, an estimated $241K.
Franklin FTSE Taiwan ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #518 holding.
EverSource Wealth Advisors first reported a position in Franklin FTSE Taiwan ETF in Q1 2025 and has held it in 5 quarters since.
41 funds tracked by Wall St. Rank held Franklin FTSE Taiwan ETF as of Q1 2026.

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