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Blue Trust Inc’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Blue Trust Inc’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
2024
Q3 		– Sell
-506
Closed -$27K – 2935
2024
Q2 		$27K Hold
506
– – ﹤0.01% 1530
2024
Q1 		$27K Buy
+506
New +$25.2K ﹤0.01% 1123

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

Blue Trust Inc's FLQM Position: Q3 2024 in Review

Blue Trust Inc sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q3 2024, closing a stake of 506 shares — an estimated $27K sold.

Blue Trust Inc first reported a position in FLQM in Q1 2024 and held it in 2 quarters. The position peaked at $27K in Q2 2024. 128 funds tracked by Wall St. Rank hold FLQM as of Q3 2024.

  • Blue Trust Inc reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q3 2024 after selling out during the quarter.
  • Blue Trust Inc sold 506 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2024, an estimated $27K.
  • Blue Trust Inc first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2024 and held it in 2 quarters.
  • Blue Trust Inc's Franklin US Mid Cap Multifactor Index ETF position peaked at $27K in Q2 2024.
  • 128 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.