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Beacon Capital Management LLC (Tennessee)’s Fidelity US Multifactor ETF FLRG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$413K Buy
10,061
+1,559
+18% +$62.3K 0.06% 107
2026
Q1 		$313K Buy
+8,502
New +$323K 0.06% 126
2025
Q3 		– Sell
-1,205
Closed -$43.3K – 438
2025
Q2 		$43.3K Buy
1,205
+783
+186% +$26.4K 0.01% 366
2025
Q1 		$14K Buy
+422
New +$14.5K ﹤0.01% 554

Other funds holding FLRG

Commonwealth Equity Services
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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
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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM

Beacon Capital Management LLC (Tennessee)'s FLRG Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its Fidelity US Multifactor ETF (FLRG) stake by 18% in Q2 2026, buying an estimated $62.3K and bringing the position to 10,061 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #107.

Beacon Capital Management LLC (Tennessee) first reported a position in FLRG in Q1 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 10,061 shares of Fidelity US Multifactor ETF worth $413K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 1,559 Fidelity US Multifactor ETF shares in Q2 2026, an estimated $62.3K.
  • Fidelity US Multifactor ETF made up 0.06% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #107 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Fidelity US Multifactor ETF in Q1 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.