AWS
FLQM icon

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

Atria Wealth Solutions’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
Q2 		– Sell
-10,831
Closed -$574K – 1611
2025
Q1 		$574K Buy
10,831
+300
+3% +$16.4K 0.01% 1140
2024
Q4 		$572K Buy
10,531
+1,539
+17% +$86.6K 0.01% 1201
2024
Q3 		$501K Buy
+8,992
New +$479K 0.01% 1244

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2025, closing a stake of 10,831 shares — an estimated $574K sold.

Atria Wealth Solutions first reported a position in FLQM in Q3 2024 and held it in 3 quarters. The position peaked at $574K in Q1 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,831 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2025, an estimated $574K.
  • Atria Wealth Solutions first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's Franklin US Mid Cap Multifactor Index ETF position peaked at $574K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2025.

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