Bank of Montreal’s Fidelity US Multifactor ETF FLRG Stock Holding History

Bank of Montreal’s Portfolio FLRG Stock Details FLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.1K	Hold	490	–	–	﹤0.01%	3587
2026 Q1	$18K	Sell	490 -171	-26%	-$6.5K	﹤0.01%	3495
2025 Q4	$25.1K	Buy	661 +171	+35%	+$6.51K	﹤0.01%	3321
2025 Q3	$18.8K	Buy	490 +50	+11%	+$1.85K	﹤0.01%	3291
2025 Q2	$15.8K	Hold	440	–	–	﹤0.01%	3319
2025 Q1	$14.6K	Hold	440	–	–	﹤0.01%	3265
2024 Q4	$14.9K	Hold	440	–	–	﹤0.01%	3298
2024 Q3	$14.8K	Hold	440	–	–	﹤0.01%	3619
2024 Q2	$14K	Buy	+440	New	+$13.4K	﹤0.01%	3623

Other funds holding FLRG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of Montreal's FLRG Position: Q2 2026 in Review

Bank of Montreal held its Fidelity US Multifactor ETF (FLRG) position steady in Q2 2026 at 490 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3587.

Bank of Montreal first reported a position in FLRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.1K in Q4 2025. 47 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

Bank of Montreal held 490 shares of Fidelity US Multifactor ETF worth $20.1K as of Q2 2026.
Bank of Montreal left its Fidelity US Multifactor ETF share count unchanged in Q2 2026.
Fidelity US Multifactor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3587 holding.
Bank of Montreal first reported a position in Fidelity US Multifactor ETF in Q2 2024 and has held it in 9 quarters since.
Bank of Montreal's Fidelity US Multifactor ETF position peaked at $25.1K in Q4 2025.
47 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.