Sage Mountain Advisors
FLSW icon

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 		$9.8K Buy
+327
New +$10.3K ﹤0.01% 331

Other funds holding FLSW

Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Innealta Capital
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $9.8K 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 $9.8K 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.