Arkadios Wealth Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Arkadios Wealth 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
2025 Q4	–	Sell	-6,712	Closed	-$379K	–	1600
2025 Q3	$379K	Sell	6,712 -259	-4%	-$14.5K	0.01%	1069
2025 Q2	$379K	Buy	6,971 +646	+10%	+$34K	0.01%	960
2025 Q1	$335K	Sell	6,325 -78	-1%	-$4.26K	0.01%	865
2024 Q4	$348K	Sell	6,403 -976	-13%	-$54.9K	0.02%	673
2024 Q3	$411K	Buy	7,379 +1,324	+22%	+$70.6K	0.02%	610
2024 Q2	$311K	Buy	6,055 +846	+16%	+$43.5K	0.02%	627
2024 Q1	$278K	Buy	5,209 +7	+0.1%	+$348	0.02%	559
2023 Q4	$250K	Buy	5,202 +24	+0.5%	+$1.06K	0.02%	585
2023 Q3	$222K	Buy	+5,178	New	+$232K	0.02%	588

Other funds holding FLQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

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

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arkadios Wealth Advisors's FLQM Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q4 2025, closing a stake of 6,712 shares — an estimated $379K sold.

Arkadios Wealth Advisors first reported a position in FLQM in Q3 2023 and held it in 9 quarters. The position peaked at $411K in Q3 2024. 171 funds tracked by Wall St. Rank hold FLQM as of Q4 2025.

Arkadios Wealth Advisors reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q4 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 6,712 Franklin US Mid Cap Multifactor Index ETF shares in Q4 2025, an estimated $379K.
Arkadios Wealth Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2023 and held it in 9 quarters.
Arkadios Wealth Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $411K in Q3 2024.
171 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.