Form 13-F position report

FRANKLIN INTERNATIONAL CORE DI

Reported by LMG Wealth Partners LLC

DIVI CUSIP 35473P108 Manager CIK 0001965772

Reported 244,037 shares, up 5,885 (2.5%) from the prior quarter.

Reported value 11.3%; share count 2.5% vs. the prior quarter.

Added
% of reported 13F value 1.77% This manager · Q1 2025
Shares 244,037 Quarter-end amount reported
Reported value $7,953,166 Fair value at quarter end
Consecutive quarters held 9 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-03-31 2325415
2023-06-30 2849019
2023-09-30 4532110
2023-12-31 5588778
2024-03-31 6410832
2024-06-30 6949286
2024-09-30 7738649
2024-12-31 7146942
2025-03-31 7953166
2025-06-30 8898738
2025-09-30 9442974
2025-12-31 10114045
2026-03-31 10796154
2026-06-30 11610869

Quarterly position history

How this manager's reported quarter-end position changed over time.

14 quarters
Quarterly reported position history for FRANKLIN INTERNATIONAL CORE DI held by LMG Wealth Partners LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 271,790 +598 (0.2%) 1.86% $11,610,869 2026-08-12
Q1 2026 Added 271,192 +11,124 (4.3%) 1.97% $10,796,154 2026-04-17
Q4 2025 Added 260,068 +6,973 (2.8%) 1.89% $10,114,045 2026-02-02
Q3 2025 Added 253,095 +3,411 (1.4%) 1.76% $9,442,974 2025-11-12
Q2 2025 Added 249,684 +5,647 (2.3%) 1.83% $8,898,738 2025-07-29
Q1 2025 Added 244,037 +5,885 (2.5%) 1.77% $7,953,166 2025-05-02
Q4 2024 Added 238,152 +4,779 (2.0%) 1.56% $7,146,942 2025-02-03
Q3 2024 Added 233,373 +11,067 (5.0%) 1.77% $7,738,649 2024-10-23
Q2 2024 Added 222,306 +23,150 (11.6%) 1.73% $6,949,286 2024-08-02
Q1 2024 Added 199,156 +17,348 (9.5%) 1.61% $6,410,832 2024-05-03
Q4 2023 Added 181,808 +19,425 (12.0%) 1.55% $5,588,778 2024-01-23
Q3 2023 Added 162,383 +64,914 (66.6%) 1.38% $4,532,110 2023-10-16
Q2 2023 Added 97,469 +16,585 (20.5%) 0.87% $2,849,019 2023-07-27
Q1 2023 New 80,884 +80,884 (0.0%) 0.75% $2,325,415 2023-05-02

Who else reported the position

146 managers reported FRANKLIN INTERNATIONAL CORE DI for Q1 2025.

Managers reporting FRANKLIN INTERNATIONAL CORE DI in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Retirement Planning Group Added 4,259,032 +2,521,123 6.51% $138,801,859 10 qtrs
LPL Financial LLC Added 3,766,397 +94,137 0.05% $122,746,862 12 qtrs
Cambridge Investment Research Advisors Inc Added 880,394 +29,957 0.1% $28,692,000 9 qtrs
Legacy Financial Advisors Inc Added 859,866 +186,433 4.69% $28,023,029 3 qtrs
Sanctuary Advisors LLC Added 727,720 +273,077 0.17% $23,716,411 4 qtrs
CWM LLC Reduced 709,810 -3,112 0.09% $23,133,000 9 qtrs
NewEdge Advisors LLC Reduced 658,540 -186,182 0.13% $21,461,835 8 qtrs
Bank of America Corporation Added 637,539 +288,561 < 0.01% $20,777,403 26 qtrs
Capital Analysts LLC Added 617,457 +578,811 0.75% $20,123,000 7 qtrs
Cetera Investment Advisers Added 581,434 +77,883 0.04% $18,948,929 9 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
May 02, 2025
Filing type
13F-HR
Position type
INTL COR DIV TIL

Voting authority reported

Sole
0
Shared
0
None
244,037

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.