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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

Other funds holding FLMX

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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.