Sage Mountain Advisors’s Franklin FTSE Switzerland ETF FLSW Stock Holding History

Sage Mountain Advisors’s Portfolio FLSW Stock Details FLSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-119	Closed	-$3.94K	–	411
2023 Q4	$3.94K	Sell	119 -208	-64%	-$6.36K	﹤0.01%	344
2023 Q3	$9.78K	Buy	+327	New	+$10.3K	﹤0.01%	331

Other funds holding FLSW

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sage Mountain Advisors's FLSW Position: Q1 2024 in Review

Sage Mountain Advisors sold out of Franklin FTSE Switzerland ETF (FLSW) in Q1 2024, closing a stake of 119 shares — an estimated $3.94K sold.

Sage Mountain Advisors first reported a position in FLSW in Q3 2023 and held it in 2 quarters. The position peaked at $9.78K in Q3 2023. 20 funds tracked by Wall St. Rank hold FLSW as of Q1 2024.

Sage Mountain Advisors reported no remaining Franklin FTSE Switzerland ETF position as of Q1 2024 after selling out during the quarter.
Sage Mountain Advisors sold 119 Franklin FTSE Switzerland ETF shares in Q1 2024, an estimated $3.94K.
Sage Mountain Advisors first reported a position in Franklin FTSE Switzerland ETF in Q3 2023 and held it in 2 quarters.
Sage Mountain Advisors's Franklin FTSE Switzerland ETF position peaked at $9.78K in Q3 2023.
20 funds tracked by Wall St. Rank held Franklin FTSE Switzerland ETF as of Q1 2024.

Based on Sage Mountain Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.