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

Atria Wealth Solutions’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
2025 Q2	$317K	Sell	4,996 -18,809	-79%	-$1.09M	0.01%	1130
2025 Q1	$1.34M	Buy	23,805 +1,627	+7%	+$96.5K	0.02%	777
2024 Q4	$1.3M	Buy	22,178 +261	+1%	+$15.5K	0.01%	818
2024 Q3	$1.27M	Buy	21,917 +700	+3%	+$39.3K	0.01%	827
2024 Q2	$1.18M	Buy	21,217 +4,557	+27%	+$242K	0.01%	820
2024 Q1	$887K	Sell	16,660 -279	-2%	-$14.1K	0.01%	964
2023 Q4	$808K	Buy	16,939 +1,895	+13%	+$85.1K	0.01%	961
2023 Q3	$648K	Buy	15,044 +223	+2%	+$9.96K	0.01%	1014
2023 Q2	$666K	Buy	14,821 +48	+0.3%	+$2.03K	0.01%	1031
2023 Q1	$611K	Sell	14,773 -14,417	-49%	-$581K	0.01%	1022
2022 Q4	$1.15M	Sell	29,190 -3,238	-10%	-$128K	0.02%	694
2022 Q3	$1.19M	Buy	32,428 +11,373	+54%	+$458K	0.02%	657
2022 Q2	$816K	Buy	21,055 +5,917	+39%	+$246K	0.02%	785
2022 Q1	$680K	Buy	+15,138	New	+$669K	0.01%	909

Other funds holding FLQL

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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 New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Atria Wealth Solutions's FLQL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 79% in Q2 2025, selling an estimated $1.09M and leaving 4,996 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #1130.

Atria Wealth Solutions first reported a position in FLQL in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.34M in Q1 2025. 81 funds tracked by Wall St. Rank hold FLQL as of Q2 2025.

Atria Wealth Solutions held 4,996 shares of Franklin US Large Cap Multifactor Index ETF worth $317K as of Q2 2025.
Atria Wealth Solutions sold 18,809 Franklin US Large Cap Multifactor Index ETF shares in Q2 2025, an estimated $1.09M.
Franklin US Large Cap Multifactor Index ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1130 holding.
Atria Wealth Solutions first reported a position in Franklin US Large Cap Multifactor Index ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Franklin US Large Cap Multifactor Index ETF position peaked at $1.34M in Q1 2025.
81 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.