Root Financial Partners’s Franklin Investment Grade Corporate ETF FLCO Stock Holding History

Root Financial Partners’s Portfolio FLCO Stock Details FLCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$710	Buy	+35	New	+$733	﹤0.01%	3096
2026 Q2	–	Sell	-35	Closed	-$750	–	1386
2026 Q1	$750	Sell	35 -183	-84%	-$3.96K	﹤0.01%	2716
2025 Q4	$4.72K	Hold	218	–	–	﹤0.01%	1780
2025 Q3	$4.77K	Buy	+218	New	+$4.71K	﹤0.01%	1745

Other funds holding FLCO

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Stevens Capital Partners Omaha, Nebraska $577M AUM 13.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Root Financial Partners's FLCO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Franklin Investment Grade Corporate ETF (FLCO) in Q3 2026: 35 shares worth $710. The stake represents ﹤0.01% of the portfolio and ranks #3096 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FLCO as recently as Q1 2026.

Root Financial Partners first reported a position in FLCO in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.77K in Q3 2025. 6 funds tracked by Wall St. Rank hold FLCO as of Q3 2026.

Root Financial Partners held 35 shares of Franklin Investment Grade Corporate ETF worth $710 as of Q3 2026.
Franklin Investment Grade Corporate ETF was a new Root Financial Partners position in Q3 2026.
Franklin Investment Grade Corporate ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3096 holding.
Root Financial Partners first reported a position in Franklin Investment Grade Corporate ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Franklin Investment Grade Corporate ETF position peaked at $4.77K in Q3 2025.
6 funds tracked by Wall St. Rank held Franklin Investment Grade Corporate ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.