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AE Wealth Management’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

AE Wealth Management’s Portfolio FLQL Stock Details FLQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-265
Closed -$15.5K – 2198
2024
Q4 		$15.5K Buy
+265
New +$15.7K ﹤0.01% 1781

Other funds holding FLQL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AE Wealth Management's FLQL Position: Q1 2025 in Review

AE Wealth Management sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q1 2025, closing a stake of 265 shares — an estimated $15.5K sold.

AE Wealth Management first reported a position in FLQL in Q4 2024 and held it in 1 quarter. The position peaked at $15.5K in Q4 2024. 74 funds tracked by Wall St. Rank hold FLQL as of Q1 2025.

  • AE Wealth Management reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 265 Franklin US Large Cap Multifactor Index ETF shares in Q1 2025, an estimated $15.5K.
  • AE Wealth Management first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's Franklin US Large Cap Multifactor Index ETF position peaked at $15.5K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.