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Fulcrum Equity Management’s Franklin High Yield Corporate ETF FLHY Stock Holding History

Fulcrum Equity Management’s Portfolio FLHY Stock Details FLHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,385
Closed -$375K – 105
2025
Q2 		$375K Buy
+15,385
New +$366K 0.38% 61

Other funds holding FLHY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Fulcrum Equity Management's FLHY Position: Q3 2025 in Review

Fulcrum Equity Management sold out of Franklin High Yield Corporate ETF (FLHY) in Q3 2025, closing a stake of 15,385 shares — an estimated $375K sold.

Fulcrum Equity Management first reported a position in FLHY in Q2 2025 and held it in 1 quarter. The position peaked at $375K in Q2 2025. 75 funds tracked by Wall St. Rank hold FLHY as of Q3 2025.

  • Fulcrum Equity Management reported no remaining Franklin High Yield Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 15,385 Franklin High Yield Corporate ETF shares in Q3 2025, an estimated $375K.
  • Fulcrum Equity Management first reported a position in Franklin High Yield Corporate ETF in Q2 2025 and held it in 1 quarter.
  • Fulcrum Equity Management's Franklin High Yield Corporate ETF position peaked at $375K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Franklin High Yield Corporate ETF as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.