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Atria Investments’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Atria Investments’s Portfolio FLQL Stock Details FLQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.88M Buy
113,424
+15,098
+15% +$1.14M 0.09% 239
2026
Q1 		$6.65M Buy
98,326
+24,520
+33% +$1.72M 0.07% 290
2025
Q4 		$5.12M Buy
73,806
+27,161
+58% +$1.87M 0.06% 371
2025
Q3 		$3.19M Buy
46,645
+22,335
+92% +$1.47M 0.04% 550
2025
Q2 		$1.54M Sell
24,310
-232,690
-91% -$13.5M 0.02% 839
2025
Q1 		$14.5M Buy
257,000
+13,159
+5% +$781K 0.19% 115
2024
Q4 		$14.3M Buy
243,841
+9,540
+4% +$566K 0.18% 119
2024
Q3 		$13.6M Buy
234,301
+10,728
+5% +$602K 0.17% 128
2024
Q2 		$12.4M Buy
223,573
+347
+0.2% +$18.4K 0.16% 139
2024
Q1 		$11.9M Buy
223,226
+17,991
+9% +$910K 0.16% 141
2023
Q4 		$9.79M Buy
205,235
+40,063
+24% +$1.8M 0.15% 162
2023
Q3 		$7.11M Buy
165,172
+130,721
+379% +$5.84M 0.13% 198
2023
Q2 		$1.54M Buy
+34,451
New +$1.46M 0.03% 654

Other funds holding FLQL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments's FLQL Position: Q2 2026 in Review

Atria Investments increased its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 15% in Q2 2026, buying an estimated $1.14M and bringing the position to 113,424 shares worth $8.88M. The position accounts for 0.09% of the portfolio, ranked #239.

Atria Investments first reported a position in FLQL in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.5M in Q1 2025. 99 funds tracked by Wall St. Rank hold FLQL as of Q2 2026.

  • Atria Investments held 113,424 shares of Franklin US Large Cap Multifactor Index ETF worth $8.88M as of Q2 2026.
  • Atria Investments bought 15,098 Franklin US Large Cap Multifactor Index ETF shares in Q2 2026, an estimated $1.14M.
  • Franklin US Large Cap Multifactor Index ETF made up 0.09% of Atria Investments's portfolio in Q2 2026, its #239 holding.
  • Atria Investments first reported a position in Franklin US Large Cap Multifactor Index ETF in Q2 2023 and has held it in 13 quarters since.
  • Atria Investments's Franklin US Large Cap Multifactor Index ETF position peaked at $14.5M in Q1 2025.
  • 99 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.