HHRDM
FLGB icon

H&H Retirement Design & Management’s Franklin FTSE United Kingdom ETF FLGB Stock Holding History

H&H Retirement Design & Management’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
2023
Q1 		– Sell
-16,550
Closed -$404K – 68
2022
Q4 		$404K Sell
16,550
-172
-1% -$3.78K 0.34% 50
2022
Q3 		$329K Buy
16,722
+665
+4% +$14.6K 0.31% 57
2022
Q2 		$372K Buy
+16,057
New +$387K 0.27% 57

Other funds holding FLGB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return

H&H Retirement Design & Management's FLGB Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Franklin FTSE United Kingdom ETF (FLGB) in Q1 2023, closing a stake of 16,550 shares — an estimated $404K sold.

H&H Retirement Design & Management first reported a position in FLGB in Q2 2022 and held it in 3 quarters. The position peaked at $404K in Q4 2022. 50 funds tracked by Wall St. Rank hold FLGB as of Q1 2023.

  • H&H Retirement Design & Management reported no remaining Franklin FTSE United Kingdom ETF position as of Q1 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 16,550 Franklin FTSE United Kingdom ETF shares in Q1 2023, an estimated $404K.
  • H&H Retirement Design & Management first reported a position in Franklin FTSE United Kingdom ETF in Q2 2022 and held it in 3 quarters.
  • H&H Retirement Design & Management's Franklin FTSE United Kingdom ETF position peaked at $404K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held Franklin FTSE United Kingdom ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.