Atria Investments’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Atria Investments’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
2026 Q1	$1.29M	Buy	23,494 +1,845	+9%	+$105K	0.01%	923
2025 Q4	$1.22M	Sell	21,649 -59,934	-73%	-$3.36M	0.01%	965
2025 Q3	$4.61M	Sell	81,583 -82,700	-50%	-$4.62M	0.05%	416
2025 Q2	$8.92M	Buy	164,283 +8,505	+5%	+$447K	0.11%	217
2025 Q1	$8.26M	Sell	155,778 -9,014	-5%	-$492K	0.11%	225
2024 Q4	$8.95M	Buy	164,792 +127,698	+344%	+$7.18M	0.11%	205
2024 Q3	$2.07M	Buy	37,094 +14,396	+63%	+$767K	0.03%	656
2024 Q2	$1.16M	Sell	22,698 -273	-1%	-$14K	0.02%	866
2024 Q1	$1.23M	Sell	22,971 -1,933	-8%	-$96.2K	0.02%	865
2023 Q4	$1.2M	Buy	+24,904	New	+$1.1M	0.02%	814

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

Atria Investments's FLQM Position: Q1 2026 in Review

Atria Investments increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 8.5% in Q1 2026, buying an estimated $105K and bringing the position to 23,494 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #923.

Atria Investments first reported a position in FLQM in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.95M in Q4 2024. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

Atria Investments held 23,494 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.29M as of Q1 2026.
Atria Investments bought 1,845 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $105K.
Franklin US Mid Cap Multifactor Index ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #923 holding.
Atria Investments first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2023 and has held it in 10 quarters since.
Atria Investments's Franklin US Mid Cap Multifactor Index ETF position peaked at $8.95M in Q4 2024.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

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