Level Four Advisory Services’s Franklin FTSE Mexico ETF FLMX Stock Holding History

Level Four Advisory Services’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
2025 Q1	–	Sell	-105,572	Closed	-$2.43M	–	769
2024 Q4	$2.43M	Buy	105,572 +964	+0.9%	+$24.6K	0.1%	224
2024 Q3	$2.68M	Buy	104,608 +22,645	+28%	+$627K	0.11%	205
2024 Q2	$2.31M	Buy	+81,963	New	+$2.6M	0.1%	216

Other funds holding FLMX

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RAM

Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Level Four Advisory Services's FLMX Position: Q1 2025 in Review

Level Four Advisory Services sold out of Franklin FTSE Mexico ETF (FLMX) in Q1 2025, closing a stake of 105,572 shares — an estimated $2.43M sold.

Level Four Advisory Services first reported a position in FLMX in Q2 2024 and held it in 3 quarters. The position peaked at $2.68M in Q3 2024. 19 funds tracked by Wall St. Rank hold FLMX as of Q1 2025.

Level Four Advisory Services reported no remaining Franklin FTSE Mexico ETF position as of Q1 2025 after selling out during the quarter.
Level Four Advisory Services sold 105,572 Franklin FTSE Mexico ETF shares in Q1 2025, an estimated $2.43M.
Level Four Advisory Services first reported a position in Franklin FTSE Mexico ETF in Q2 2024 and held it in 3 quarters.
Level Four Advisory Services's Franklin FTSE Mexico ETF position peaked at $2.68M in Q3 2024.
19 funds tracked by Wall St. Rank held Franklin FTSE Mexico ETF as of Q1 2025.

Based on Level Four Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.