AT
FLQM icon

American Trust’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

American Trust’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
2023
Q3 		– Sell
-5,195
Closed -$226K – 329
2023
Q2 		$226K Hold
5,195
– – 0.02% 371
2023
Q1 		$226K Buy
+5,195
New +$225K 0.02% 379

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

American Trust's FLQM Position: Q3 2023 in Review

American Trust sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q3 2023, closing a stake of 5,195 shares — an estimated $226K sold.

American Trust first reported a position in FLQM in Q1 2023 and held it in 2 quarters. The position peaked at $226K in Q2 2023. 70 funds tracked by Wall St. Rank hold FLQM as of Q3 2023.

  • American Trust reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q3 2023 after selling out during the quarter.
  • American Trust sold 5,195 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2023, an estimated $226K.
  • American Trust first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2023 and held it in 2 quarters.
  • American Trust's Franklin US Mid Cap Multifactor Index ETF position peaked at $226K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2023.

Based on American Trust's 13F filing for Q3 2023, filed 15 Nov 2023.