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

AllGen Financial Advisors’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 Q1	–	Sell	-159,756	Closed	-$8.99M	–	42
2025 Q4	$8.99M	Sell	159,756 -17,204	-10%	-$965K	2.13%	12
2025 Q3	$9.99M	Buy	176,960 +14,017	+9%	+$783K	2.45%	11
2025 Q2	$8.85M	Buy	162,943 +70,604	+76%	+$3.71M	2.38%	12
2025 Q1	$4.89M	Buy	+92,339	New	+$5.04M	1.45%	17

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

OWM

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

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

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

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

Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AllGen Financial Advisors's FLQM Position: Q1 2026 in Review

AllGen Financial Advisors sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2026, closing a stake of 159,756 shares — an estimated $8.99M sold.

AllGen Financial Advisors first reported a position in FLQM in Q1 2025 and held it in 4 quarters. The position peaked at $9.99M in Q3 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

AllGen Financial Advisors reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2026 after selling out during the quarter.
AllGen Financial Advisors sold 159,756 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $8.99M.
AllGen Financial Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and held it in 4 quarters.
AllGen Financial Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $9.99M in Q3 2025.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.