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7 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in FRANKLIN TEMPLETON ETF TR

EP Wealth Advisors, LLC holds 53,352 shares of FLSW (FRANKLIN TEMPLETON ETF TR), worth $2.3M as of 2026-Q2. The position was decreased (-2.1% shares). FLSW represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$2.3M

Current Shares

53,352

Total Value Change

-$38,573

Total Shares Change

-11,853

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
53,352
-2.1%
$2.3M0.0%$43.33
0
2026-Q1
Decreased
54,503
-2.8%
$2.2M0.0%$43.05
0
2025-Q4
Decreased
56,057
-3.8%
$2.3M0.0%$41.70
0
2025-Q2
Decreased
58,282
-1.4%
$2.2M0.0%$37.72
0
2025-Q1
Decreased
59,080
-7.4%
$2.1M0.0%$35.45
0
2024-Q4
Decreased
63,805
-2.1%
$2M0.0%$31.34
0
2024-Q3
New
65,205
-
$2.4M0.0%$35.42
36

Other major holders of FLSW: FRANKLIN RESOURCES INC, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, CITADEL ADVISORS LLC

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