IAA
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Independent Advisor Alliance’s Franklin Focused Dynamic Growth ETF FFOG Stock Holding History

Independent Advisor Alliance’s Portfolio FFOG Stock Details FFOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,951
Closed -$837K – 969
2024
Q4 		$837K Buy
+20,951
New +$824K 0.01% 786

Other funds holding FFOG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Independent Advisor Alliance's FFOG Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Franklin Focused Dynamic Growth ETF (FFOG) in Q1 2025, closing a stake of 20,951 shares — an estimated $837K sold.

Independent Advisor Alliance first reported a position in FFOG in Q4 2024 and held it in 1 quarter. The position peaked at $837K in Q4 2024. 32 funds tracked by Wall St. Rank hold FFOG as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Franklin Focused Dynamic Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 20,951 Franklin Focused Dynamic Growth ETF shares in Q1 2025, an estimated $837K.
  • Independent Advisor Alliance first reported a position in Franklin Focused Dynamic Growth ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Franklin Focused Dynamic Growth ETF position peaked at $837K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Franklin Focused Dynamic Growth ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.