AWM
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AE Wealth Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

AE Wealth Management’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
2026
Q2 		$3.65K Hold
63
– – ﹤0.01% 2506
2026
Q1 		$3.46K Sell
63
-242
-79% -$13.8K ﹤0.01% 2426
2025
Q4 		$17.2K Sell
305
-95
-24% -$5.33K ﹤0.01% 2056
2025
Q3 		$22.6K Buy
400
+95
+31% +$5.31K ﹤0.01% 1879
2025
Q2 		$16.6K Sell
305
-110
-27% -$5.78K ﹤0.01% 1800
2025
Q1 		$22K Buy
415
+110
+36% +$6.01K ﹤0.01% 1724
2024
Q4 		$16.6K Buy
+305
New +$17.2K ﹤0.01% 1766

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's FLQM Position: Q2 2026 in Review

AE Wealth Management held its Franklin US Mid Cap Multifactor Index ETF (FLQM) position steady in Q2 2026 at 63 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

AE Wealth Management first reported a position in FLQM in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.6K in Q3 2025. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • AE Wealth Management held 63 shares of Franklin US Mid Cap Multifactor Index ETF worth $3.65K as of Q2 2026.
  • AE Wealth Management left its Franklin US Mid Cap Multifactor Index ETF share count unchanged in Q2 2026.
  • Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2506 holding.
  • AE Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $22.6K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.