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 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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Atria Investments's FLQL Position: Q1 2026 in Review

Atria Investments increased its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 33% in Q1 2026, buying an estimated $1.72M and bringing the position to 98,326 shares worth $6.65M. The position accounts for 0.07% of the portfolio, ranked #290.

Atria Investments first reported a position in FLQL in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.5M in Q1 2025. 91 funds tracked by Wall St. Rank hold FLQL as of Q1 2026.

Atria Investments held 98,326 shares of Franklin US Large Cap Multifactor Index ETF worth $6.65M as of Q1 2026.
Atria Investments bought 24,520 Franklin US Large Cap Multifactor Index ETF shares in Q1 2026, an estimated $1.72M.
Franklin US Large Cap Multifactor Index ETF made up 0.07% of Atria Investments's portfolio in Q1 2026, its #290 holding.
Atria Investments first reported a position in Franklin US Large Cap Multifactor Index ETF in Q2 2023 and has held it in 12 quarters since.
Atria Investments's Franklin US Large Cap Multifactor Index ETF position peaked at $14.5M in Q1 2025.
91 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.