Advisors Preferred’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Advisors Preferred’s Portfolio FLQM Stock Details FLQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,060	Closed	-$170K	–	215
2024 Q3	$170K	Buy	+3,060	New	+$163K	0.03%	158
2023 Q3	–	Sell	-2,207	Closed	-$99.4K	–	222
2023 Q2	$99.4K	Buy	+2,207	New	+$95.4K	0.02%	107
2023 Q1	–	Sell	-6,366	Closed	-$264K	–	216
2022 Q4	$264K	Buy	6,366 +5,338	+519%	+$220K	0.11%	83
2022 Q3	$40K	Buy	+1,028	New	+$42.3K	0.02%	112
2022 Q2	–	Sell	-2,489	Closed	-$112K	–	154
2022 Q1	$112K	Sell	2,489 -1,178	-32%	-$52.4K	0.01%	124
2021 Q4	$175K	Buy	+3,667	New	+$171K	0.02%	137

Other funds holding FLQM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisors Preferred's FLQM Position: Q4 2024 in Review

Advisors Preferred sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q4 2024, closing a stake of 3,060 shares — an estimated $170K sold.

Advisors Preferred first reported a position in FLQM in Q4 2021 and held it in 6 quarters. The position peaked at $264K in Q4 2022. 147 funds tracked by Wall St. Rank hold FLQM as of Q4 2024.

Advisors Preferred reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 3,060 Franklin US Mid Cap Multifactor Index ETF shares in Q4 2024, an estimated $170K.
Advisors Preferred first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2021 and held it in 6 quarters.
Advisors Preferred's Franklin US Mid Cap Multifactor Index ETF position peaked at $264K in Q4 2022.
147 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.