HighTower Advisors
FLGV icon

HighTower Advisors’s Franklin US Treasury Bond ETF FLGV Stock Holding History

HighTower Advisors’s Portfolio FLGV Stock Details FLGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,960
Closed -$268K – 3633
2023
Q2 		$268K Buy
12,960
+77
+0.6% +$1.62K ﹤0.01% 2640
2023
Q1 		$271K Sell
12,883
-132,744
-91% -$2.79M ﹤0.01% 2534
2022
Q4 		$3.02M Buy
+145,627
New +$3.02M 0.01% 1064

Other funds holding FLGV

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors's FLGV Position: Q3 2023 in Review

HighTower Advisors sold out of Franklin US Treasury Bond ETF (FLGV) in Q3 2023, closing a stake of 12,960 shares — an estimated $268K sold.

HighTower Advisors first reported a position in FLGV in Q4 2022 and held it in 3 quarters. The position peaked at $3.02M in Q4 2022. 28 funds tracked by Wall St. Rank hold FLGV as of Q3 2023.

  • HighTower Advisors reported no remaining Franklin US Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • HighTower Advisors sold 12,960 Franklin US Treasury Bond ETF shares in Q3 2023, an estimated $268K.
  • HighTower Advisors first reported a position in Franklin US Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
  • HighTower Advisors's Franklin US Treasury Bond ETF position peaked at $3.02M in Q4 2022.
  • 28 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.