Integrated Wealth Concepts
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Integrated Wealth Concepts’s Franklin FTSE Mexico ETF FLMX Stock Holding History

Integrated Wealth Concepts’s Portfolio FLMX Stock Details FLMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,342
Closed -$225K – 1576
2023
Q2 		$225K Buy
+7,342
New +$222K ﹤0.01% 1364

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Bank of America
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Kovitz Investment Group Partners
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Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Main Management
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Integrated Wealth Concepts's FLMX Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of Franklin FTSE Mexico ETF (FLMX) in Q3 2023, closing a stake of 7,342 shares — an estimated $225K sold.

Integrated Wealth Concepts first reported a position in FLMX in Q2 2023 and held it in 1 quarter. The position peaked at $225K in Q2 2023. 14 funds tracked by Wall St. Rank hold FLMX as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining Franklin FTSE Mexico ETF position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 7,342 Franklin FTSE Mexico ETF shares in Q3 2023, an estimated $225K.
  • Integrated Wealth Concepts first reported a position in Franklin FTSE Mexico ETF in Q2 2023 and held it in 1 quarter.
  • Integrated Wealth Concepts's Franklin FTSE Mexico ETF position peaked at $225K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Franklin FTSE Mexico ETF as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.