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WealthPLAN Partners’s Franklin Systematic Style Premia ETF FLSP Stock Holding History

WealthPLAN Partners’s Portfolio FLSP Stock Details FLSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12
Closed -$262 – 582
2023
Q2 		$262 Hold
12
– – ﹤0.01% 1205
2023
Q1 		$255 Buy
+12
New +$253 ﹤0.01% 1270

Other funds holding FLSP

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

WealthPLAN Partners's FLSP Position: Q3 2023 in Review

WealthPLAN Partners sold out of Franklin Systematic Style Premia ETF (FLSP) in Q3 2023, closing a stake of 12 shares — an estimated $262 sold.

WealthPLAN Partners first reported a position in FLSP in Q1 2023 and held it in 2 quarters. The position peaked at $262 in Q2 2023. 17 funds tracked by Wall St. Rank hold FLSP as of Q3 2023.

  • WealthPLAN Partners reported no remaining Franklin Systematic Style Premia ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 12 Franklin Systematic Style Premia ETF shares in Q3 2023, an estimated $262.
  • WealthPLAN Partners first reported a position in Franklin Systematic Style Premia ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Franklin Systematic Style Premia ETF position peaked at $262 in Q2 2023.
  • 17 funds tracked by Wall St. Rank held Franklin Systematic Style Premia ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.