Skip to content
Disclosery

FLHY FRANKLIN TEMPLETON ETF TR

Follow

LIBERTY HI YLD (fund)

62 managers (62 13F filers) reported a position in FLHY shares at 2025-03-31, 21,438,038 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
62
13F filers
62
New
7
Added
35
Reduced
15
Sold out
5
Shares held by filers
21,438,038

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FRANKLIN RESOURCES INCin group Franklin Resources13,618,135$325M0.09%+107,61813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,688,445$40.2M0.71%+140,35613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…800,000$19.1M0.09%-200,00013F-HRTimelineGroup
Prentice Wealth Management LLC761,014$18.1M5.24%+16,43013F-HRTimeline
LPL Financial LLC694,244$16.5M0.01%+94,71913F-HRTimeline
Dynamic Advisor Solutions LLC654,808$15.6M0.51%+22,36313F-HRTimeline
Kensington Asset Management, LLC508,911$12.1M1.27%+108,46113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC415,935$9.92M<0.01%+59,01813F-HRTimelineGroup
Ocean Park Asset Management, LLC286,300$6.82M0.24%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN280,045$6.67M<0.01%+46,29313F-HRTimelineGroup
Cetera Investment Advisers232,569$5.54M0.01%+12,67813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC141,989$3.38M<0.01%+31,49113F-HRTimelineGroup
PFG Advisors136,515$3.25M0.18%+14,19213F-HRTimeline
Sovran Advisors, LLC121,951$2.85M0.37%+34,98513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA93,515$2.23M<0.01%-76,64513F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…87,725$2.09M0.18%-15013F-HRTimeline
Atria Wealth Solutions, Inc.82,485$1.97M0.02%+5,05913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY72,000$1.72M<0.01%+71,99913F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC68,927$1.64M1.48%+5,62013F-HRTimeline
MML INVESTORS SERVICES, LLC58,573$1.4M<0.01%+25,74213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,513$1.37M<0.01%+17,63713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,626$1.33M<0.01%-1,15613F-HRTimeline
Kovack Advisors, Inc.55,352$1.32M0.14%+9,42913F-HRTimeline
Capasso Planning Partners LLC47,046$1.12M0.47%-15,50113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,888$1.02M<0.01%+15,81413F-HRTimelineGroup
Cambridge Investment Research Advisors,…35,849$854K<0.01%-2,35113F-HRTimeline
Valmark Advisers, Inc.27,199$648K0.01%-90013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC27,097$646K0.37%+10,09813F-HRTimeline
Capital Investment Advisory Services, L…20,859$497K0.04%new13F-HRTimeline
CWM, LLCin group CWM, LLC20,093$479K<0.01%+12,67713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,849$449K<0.01%-46,57713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,671$421K<0.01%+3,30913F-HRTimelineGroup
Cannon Wealth Management Services, LLC17,036$403K0.36%-167,60313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…16,271$388K0.03%-1,13613F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC15,566$370K0.02%+3713F-HRTimeline
WEDBUSH SECURITIES INC15,250$363K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,683$350K<0.01%+9,70413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,407$343K<0.01%+47113F-HRTimeline
Fourth Dimension Wealth, LLC12,845$306K0.15%+3,64913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,348$294K<0.01%-10,02713F-HR/ATimelineGroup
Regal Investment Advisors LLC11,921$284K0.02%-1,19713F-HRTimeline
Atria Investments, Inc11,505$274K<0.01%+34213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,505$274K0.02%+34213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.11,125$265K<0.01%new13F-HRTimeline
Diversified Enterprises, LLC9,718$232K0.02%-4213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8,341$199K<0.01%+2,30113F-HRTimelineGroup
Allworth Financial LP8,049$191K<0.01%-46113F-HRTimeline
CENTRAL TRUST Co7,420$177K<0.01%+2,23113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,008$71.7K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,400$57.2K<0.01%+4213F-HRTimelineGroup
Geneos Wealth Management Inc.1,737$41.4K<0.01%+65013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC600$14.3K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.498$11.9K<0.01%+513F-HRTimeline
VISION FINANCIAL MARKETS LLC430$10.2K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC415$9.88K<0.01%+313F-HRTimeline
Sound Income Strategies, LLC243$5.8K<0.01%-13213F-HRTimeline
Arax Advisory Partners212$5.05K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG155$3.69K<0.01%+8913F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$2.38K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC77$1.83K<0.01%new13F-HRTimeline
AE Wealth Management LLC45$1.07K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.