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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
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

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Root Financial Partners's FLCO Position: Q2 2026 in Review

Root Financial Partners sold out of Franklin Investment Grade Corporate ETF (FLCO) in Q2 2026, closing a stake of 35 shares — an estimated $750 sold.

Root Financial Partners first reported a position in FLCO in Q3 2025 and held it in 3 quarters. The position peaked at $4.77K in Q3 2025. 12 funds tracked by Wall St. Rank hold FLCO as of Q2 2026.

  • Root Financial Partners reported no remaining Franklin Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 35 Franklin Investment Grade Corporate ETF shares in Q2 2026, an estimated $750.
  • Root Financial Partners first reported a position in Franklin Investment Grade Corporate ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Franklin Investment Grade Corporate ETF position peaked at $4.77K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Franklin Investment Grade Corporate ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.