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Berman McAleer’s Fidelity US Multifactor ETF FLRG Stock Holding History

Berman McAleer’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 		$13.6M Buy
331,532
+8,581
+3% +$343K 1.57% 17
2026
Q1 		$11.9M Buy
322,951
+31,593
+11% +$1.2M 1.62% 16
2025
Q4 		$11.1M Buy
291,358
+14,518
+5% +$553K 1.51% 16
2025
Q3 		$10.6M Buy
+276,840
New +$10.2M 1.49% 17

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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
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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Berman McAleer's FLRG Position: Q2 2026 in Review

Berman McAleer increased its Fidelity US Multifactor ETF (FLRG) stake by 2.7% in Q2 2026, buying an estimated $343K and bringing the position to 331,532 shares worth $13.6M. The position accounts for 1.57% of the portfolio, ranked #17.

Berman McAleer first reported a position in FLRG in Q3 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

  • Berman McAleer held 331,532 shares of Fidelity US Multifactor ETF worth $13.6M as of Q2 2026.
  • Berman McAleer bought 8,581 Fidelity US Multifactor ETF shares in Q2 2026, an estimated $343K.
  • Fidelity US Multifactor ETF made up 1.57% of Berman McAleer's portfolio in Q2 2026, its #17 holding.
  • Berman McAleer first reported a position in Fidelity US Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.