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Money Concepts Capital’s Franklin US Core Bond ETF FLCB Stock Holding History

Money Concepts Capital’s Portfolio FLCB Stock Details FLCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-780
Closed -$16.5K – 1332
2022
Q4 		$16.5K Sell
780
-252,688
-100% -$5.32M ﹤0.01% 1772
2022
Q3 		$5.32M Buy
253,468
+9,910
+4% +$218K 0.31% 65
2022
Q2 		$5.41M Buy
+243,558
New +$5.46M 0.48% 46

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's FLCB Position: Q1 2023 in Review

Money Concepts Capital sold out of Franklin US Core Bond ETF (FLCB) in Q1 2023, closing a stake of 780 shares — an estimated $16.5K sold.

Money Concepts Capital first reported a position in FLCB in Q2 2022 and held it in 3 quarters. The position peaked at $5.41M in Q2 2022. 31 funds tracked by Wall St. Rank hold FLCB as of Q1 2023.

  • Money Concepts Capital reported no remaining Franklin US Core Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 780 Franklin US Core Bond ETF shares in Q1 2023, an estimated $16.5K.
  • Money Concepts Capital first reported a position in Franklin US Core Bond ETF in Q2 2022 and held it in 3 quarters.
  • Money Concepts Capital's Franklin US Core Bond ETF position peaked at $5.41M in Q2 2022.
  • 31 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.