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Newbridge Financial Services Group’s Franklin High Yield Corporate ETF FLHY Stock Holding History

Newbridge Financial Services Group’s Portfolio FLHY Stock Details FLHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-540
Closed -$12.8K – 1140
2024
Q1 		$12.8K Buy
+540
New +$12.7K 0.01% 706

Other funds holding FLHY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Newbridge Financial Services Group's FLHY Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Franklin High Yield Corporate ETF (FLHY) in Q2 2024, closing a stake of 540 shares — an estimated $12.8K sold.

Newbridge Financial Services Group first reported a position in FLHY in Q1 2024 and held it in 1 quarter. The position peaked at $12.8K in Q1 2024. 37 funds tracked by Wall St. Rank hold FLHY as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining Franklin High Yield Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 540 Franklin High Yield Corporate ETF shares in Q2 2024, an estimated $12.8K.
  • Newbridge Financial Services Group first reported a position in Franklin High Yield Corporate ETF in Q1 2024 and held it in 1 quarter.
  • Newbridge Financial Services Group's Franklin High Yield Corporate ETF position peaked at $12.8K in Q1 2024.
  • 37 funds tracked by Wall St. Rank held Franklin High Yield Corporate ETF as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.