Ameritas Advisory Services’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-8,117	Closed	-$458K	–	1338
2025 Q3	$458K	Buy	8,117 +7,148	+738%	+$399K	0.03%	415
2025 Q2	$52.6K	Buy	+969	New	+$50.9K	﹤0.01%	1283
2025 Q1	–	Sell	-9,086	Closed	-$493K	–	876
2024 Q4	$493K	Buy	+9,086	New	+$511K	0.02%	595
2024 Q3	–	Sell	-9,086	Closed	-$466K	–	876
2024 Q2	$466K	Hold	9,086	–	–	0.02%	599
2024 Q1	$461K	Buy	+9,086	New	+$452K	0.02%	574
2023 Q4	–	Sell	-14,192	Closed	-$608K	–	744
2023 Q3	$608K	Sell	14,192 -1,159	-8%	-$52K	0.03%	458
2023 Q2	$684K	Buy	15,351 +14,751	+2,459%	+$638K	0.09%	233
2023 Q1	$26.2K	Buy	+600	New	+$25.9K	﹤0.01%	1519

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Ameritas Advisory Services's FLQM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q4 2025, closing a stake of 8,117 shares — an estimated $458K sold.

Ameritas Advisory Services first reported a position in FLQM in Q1 2023 and held it in 8 quarters. The position peaked at $684K in Q2 2023. 171 funds tracked by Wall St. Rank hold FLQM as of Q4 2025.

Ameritas Advisory Services reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 8,117 Franklin US Mid Cap Multifactor Index ETF shares in Q4 2025, an estimated $458K.
Ameritas Advisory Services first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2023 and held it in 8 quarters.
Ameritas Advisory Services's Franklin US Mid Cap Multifactor Index ETF position peaked at $684K in Q2 2023.
171 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.