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Perigon Wealth Management’s Franklin FTSE India ETF FLIN Stock Holding History

Perigon Wealth Management’s Portfolio FLIN Stock Details FLIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,632
Closed -$207K – 1051
2024
Q4 		$207K Sell
5,632
-100
-2% -$3.95K 0.01% 968
2024
Q3 		$240K Buy
+5,732
New +$234K 0.01% 864

Other funds holding FLIN

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Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

Perigon Wealth Management's FLIN Position: Q1 2025 in Review

Perigon Wealth Management sold out of Franklin FTSE India ETF (FLIN) in Q1 2025, closing a stake of 5,632 shares — an estimated $207K sold.

Perigon Wealth Management first reported a position in FLIN in Q3 2024 and held it in 2 quarters. The position peaked at $240K in Q3 2024. 126 funds tracked by Wall St. Rank hold FLIN as of Q1 2025.

  • Perigon Wealth Management reported no remaining Franklin FTSE India ETF position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 5,632 Franklin FTSE India ETF shares in Q1 2025, an estimated $207K.
  • Perigon Wealth Management first reported a position in Franklin FTSE India ETF in Q3 2024 and held it in 2 quarters.
  • Perigon Wealth Management's Franklin FTSE India ETF position peaked at $240K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Franklin FTSE India ETF as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.