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Investment Research & Advisory Group’s Franklin FTSE Taiwan ETF FLTW Stock Holding History

Investment Research & Advisory Group’s Portfolio FLTW Stock Details FLTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$7.29K – 231
2023
Q3 		$7.29K Buy
+200
New +$7.57K ﹤0.01% 158

Other funds holding FLTW

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Investment Research & Advisory Group's FLTW Position: Q4 2023 in Review

Investment Research & Advisory Group sold out of Franklin FTSE Taiwan ETF (FLTW) in Q4 2023, closing a stake of 200 shares — an estimated $7.29K sold.

Investment Research & Advisory Group first reported a position in FLTW in Q3 2023 and held it in 1 quarter. The position peaked at $7.29K in Q3 2023. 17 funds tracked by Wall St. Rank hold FLTW as of Q4 2023.

  • Investment Research & Advisory Group reported no remaining Franklin FTSE Taiwan ETF position as of Q4 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 200 Franklin FTSE Taiwan ETF shares in Q4 2023, an estimated $7.29K.
  • Investment Research & Advisory Group first reported a position in Franklin FTSE Taiwan ETF in Q3 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Franklin FTSE Taiwan ETF position peaked at $7.29K in Q3 2023.
  • 17 funds tracked by Wall St. Rank held Franklin FTSE Taiwan ETF as of Q4 2023.

Based on Investment Research & Advisory Group's 13F filing for Q4 2023, filed 18 Jan 2024.