AE Wealth Management’s Fidelity US Multifactor ETF FLRG Stock Holding History

AE Wealth Management’s Portfolio FLRG Stock Details FLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$77.3M	Buy	2,100,401 +158,006	+8%	+$6M	0.42%	56
2025 Q4	$73.7M	Buy	1,942,395 +152,865	+9%	+$5.82M	0.42%	58
2025 Q3	$68.8M	Buy	1,789,530 +258,031	+17%	+$9.54M	0.44%	52
2025 Q2	$55.1M	Buy	1,531,499 +212,159	+16%	+$7.16M	0.4%	59
2025 Q1	$43.8M	Buy	1,319,340 +172,354	+15%	+$5.93M	0.37%	70
2024 Q4	$38.8M	Buy	1,146,986 +57,312	+5%	+$1.98M	0.33%	74
2024 Q3	$36.9M	Buy	+1,089,674	New	+$35.4M	0.33%	74

Other funds holding FLRG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

AE Wealth Management's FLRG Position: Q1 2026 in Review

AE Wealth Management increased its Fidelity US Multifactor ETF (FLRG) stake by 8.1% in Q1 2026, buying an estimated $6M and bringing the position to 2,100,401 shares worth $77.3M. The position accounts for 0.42% of the portfolio, ranked #56.

AE Wealth Management first reported a position in FLRG in Q3 2024 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

AE Wealth Management held 2,100,401 shares of Fidelity US Multifactor ETF worth $77.3M as of Q1 2026.
AE Wealth Management bought 158,006 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $6M.
Fidelity US Multifactor ETF made up 0.42% of AE Wealth Management's portfolio in Q1 2026, its #56 holding.
AE Wealth Management first reported a position in Fidelity US Multifactor ETF in Q3 2024 and has held it in 7 quarters since.
45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.