Marks Group Wealth Management’s Franklin FTSE United Kingdom ETF FLGB Stock Holding History

Marks Group Wealth Management’s Portfolio FLGB Stock Details FLGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-17,385	Closed	-$388K	–	285
2022 Q2	$388K	Sell	17,385 -14,480	-45%	-$349K	0.06%	225
2022 Q1	$807K	Sell	31,865 -14,702	-32%	-$375K	0.1%	187
2021 Q4	$1.18M	Sell	46,567 -83,381	-64%	-$2.09M	0.14%	153
2021 Q3	$3.19M	Sell	129,948 -45,955	-26%	-$1.15M	0.43%	83
2021 Q2	$4.36M	Sell	175,903 -11,035	-6%	-$279K	0.6%	77
2021 Q1	$4.47M	Sell	186,938 -4,608	-2%	-$108K	0.66%	72
2020 Q4	$4.28M	Buy	191,546 +8,061	+4%	+$169K	0.67%	68
2020 Q3	$3.53M	Sell	183,485 -1,477	-0.8%	-$29.3K	0.64%	69
2020 Q2	$3.58M	Buy	184,962 +22,405	+14%	+$424K	0.73%	62
2020 Q1	$2.89M	Buy	+162,557	New	+$3.63M	0.75%	64

Other funds holding FLGB

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MAM

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marks Group Wealth Management's FLGB Position: Q3 2022 in Review

Marks Group Wealth Management sold out of Franklin FTSE United Kingdom ETF (FLGB) in Q3 2022, closing a stake of 17,385 shares — an estimated $388K sold.

Marks Group Wealth Management first reported a position in FLGB in Q1 2020 and held it in 10 quarters. The position peaked at $4.47M in Q1 2021. 44 funds tracked by Wall St. Rank hold FLGB as of Q3 2022.

Marks Group Wealth Management reported no remaining Franklin FTSE United Kingdom ETF position as of Q3 2022 after selling out during the quarter.
Marks Group Wealth Management sold 17,385 Franklin FTSE United Kingdom ETF shares in Q3 2022, an estimated $388K.
Marks Group Wealth Management first reported a position in Franklin FTSE United Kingdom ETF in Q1 2020 and held it in 10 quarters.
Marks Group Wealth Management's Franklin FTSE United Kingdom ETF position peaked at $4.47M in Q1 2021.
44 funds tracked by Wall St. Rank held Franklin FTSE United Kingdom ETF as of Q3 2022.

Based on Marks Group Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.