VisionPoint Advisory Group
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VisionPoint Advisory Group’s Franklin FTSE China ETF FLCH Stock Holding History

VisionPoint Advisory Group’s Portfolio FLCH Stock Details FLCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$253K Buy
12,241
+1,628
+15% +$34.9K 0.04% 386
2026
Q2 		$217K Sell
10,613
-4,792
-31% -$107K 0.04% 449
2026
Q1 		$345K Buy
15,405
+5,788
+60% +$138K 0.07% 291
2025
Q4 		$229K Buy
+9,617
New +$240K 0.04% 358

Other funds holding FLCH

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Boltwood Capital Management
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
Invested Advisors
Invested Advisors State College, Pennsylvania $117M AUM 18.56% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

VisionPoint Advisory Group's FLCH Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Franklin FTSE China ETF (FLCH) stake by 15% in Q3 2026, buying an estimated $34.9K and bringing the position to 12,241 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #386.

VisionPoint Advisory Group first reported a position in FLCH in Q4 2025 and has held it in 4 quarters since. The position peaked at $345K in Q1 2026. 7 funds tracked by Wall St. Rank hold FLCH as of Q3 2026.

  • VisionPoint Advisory Group held 12,241 shares of Franklin FTSE China ETF worth $253K as of Q3 2026.
  • VisionPoint Advisory Group bought 1,628 Franklin FTSE China ETF shares in Q3 2026, an estimated $34.9K.
  • Franklin FTSE China ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #386 holding.
  • VisionPoint Advisory Group first reported a position in Franklin FTSE China ETF in Q4 2025 and has held it in 4 quarters since.
  • VisionPoint Advisory Group's Franklin FTSE China ETF position peaked at $345K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Franklin FTSE China ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.