RIA
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Regal Investment Advisors’s Franklin International Aggregate Bond ETF FLIA Stock Holding History

Regal Investment Advisors’s Portfolio FLIA Stock Details FLIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-37,298
Closed -$761K – 587
2023
Q4 		$761K Buy
37,298
+1,396
+4% +$27.6K 0.06% 263
2023
Q3 		$697K Buy
35,902
+23
+0.1% +$451 0.06% 247
2023
Q2 		$706K Buy
35,879
+2,277
+7% +$44.8K 0.06% 242
2023
Q1 		$661K Buy
+33,602
New +$657K 0.06% 246

Other funds holding FLIA

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

Regal Investment Advisors's FLIA Position: Q1 2024 in Review

Regal Investment Advisors sold out of Franklin International Aggregate Bond ETF (FLIA) in Q1 2024, closing a stake of 37,298 shares — an estimated $761K sold.

Regal Investment Advisors first reported a position in FLIA in Q1 2023 and held it in 4 quarters. The position peaked at $761K in Q4 2023. 28 funds tracked by Wall St. Rank hold FLIA as of Q1 2024.

  • Regal Investment Advisors reported no remaining Franklin International Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 37,298 Franklin International Aggregate Bond ETF shares in Q1 2024, an estimated $761K.
  • Regal Investment Advisors first reported a position in Franklin International Aggregate Bond ETF in Q1 2023 and held it in 4 quarters.
  • Regal Investment Advisors's Franklin International Aggregate Bond ETF position peaked at $761K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held Franklin International Aggregate Bond ETF as of Q1 2024.

Based on Regal Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.