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Capital Analysts LLC’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Capital Analysts LLC’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
2026
Q1 		$60K Sell
1,106
-2,600
-70% -$148K ﹤0.01% 909
2025
Q4 		$208K Sell
3,706
-119
-3% -$6.68K 0.01% 608
2025
Q3 		$216K Buy
3,825
+2,528
+195% +$141K 0.01% 586
2025
Q2 		$70K Buy
1,297
+1,151
+788% +$60.5K ﹤0.01% 743
2025
Q1 		$8K Buy
+146
New +$7.98K ﹤0.01% 1155

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capital Analysts LLC's FLQM Position: Q1 2026 in Review

Capital Analysts LLC reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 70% in Q1 2026, selling an estimated $148K and leaving 1,106 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Capital Analysts LLC first reported a position in FLQM in Q1 2025 and has held it in 5 quarters since. The position peaked at $216K in Q3 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • Capital Analysts LLC held 1,106 shares of Franklin US Mid Cap Multifactor Index ETF worth $60K as of Q1 2026.
  • Capital Analysts LLC sold 2,600 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $148K.
  • Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #909 holding.
  • Capital Analysts LLC first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Capital Analysts LLC's Franklin US Mid Cap Multifactor Index ETF position peaked at $216K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.