Bank of Montreal
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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
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 $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's FLRG Position: Q1 2026 in Review

Bank of Montreal reduced its Fidelity US Multifactor ETF (FLRG) stake by 26% in Q1 2026, selling an estimated $6.5K and leaving 490 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #3495.

Bank of Montreal first reported a position in FLRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $25.1K in Q4 2025. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • Bank of Montreal held 490 shares of Fidelity US Multifactor ETF worth $18K as of Q1 2026.
  • Bank of Montreal sold 171 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $6.5K.
  • Fidelity US Multifactor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3495 holding.
  • Bank of Montreal first reported a position in Fidelity US Multifactor ETF in Q2 2024 and has held it in 8 quarters since.
  • Bank of Montreal's Fidelity US Multifactor ETF position peaked at $25.1K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.