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Allworth Financial’s Fidelity US Multifactor ETF FLRG Stock Holding History

Allworth Financial’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 		– Sell
-14
Closed -$514 – 5247
2025
Q4 		$514 Buy
+14
New +$533 ﹤0.01% 4517

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
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 $26.4B AUM 21.05% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allworth Financial's FLRG Position: Q1 2026 in Review

Allworth Financial sold out of Fidelity US Multifactor ETF (FLRG) in Q1 2026, closing a stake of 14 shares — an estimated $514 sold.

Allworth Financial first reported a position in FLRG in Q4 2025 and held it in 1 quarter. The position peaked at $514 in Q4 2025. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • Allworth Financial reported no remaining Fidelity US Multifactor ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 14 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $514.
  • Allworth Financial first reported a position in Fidelity US Multifactor ETF in Q4 2025 and held it in 1 quarter.
  • Allworth Financial's Fidelity US Multifactor ETF position peaked at $514 in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.