CAPTRUST Financial Advisors
FLQM icon

CAPTRUST Financial Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		$5.61M Buy
96,994
+2,544
+3% +$144K 0.01% 769
2026
Q1 		$5.19M Sell
94,450
-55,408
-37% -$3.16M 0.01% 751
2025
Q4 		$8.43M Buy
149,858
+4,920
+3% +$276K 0.02% 524
2025
Q3 		$8.18M Buy
144,938
+3,011
+2% +$168K 0.02% 518
2025
Q2 		$7.71M Buy
141,927
+7,415
+6% +$390K 0.02% 516
2025
Q1 		$7.13M Buy
+134,512
New +$7.35M 0.02% 504

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors's FLQM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 2.7% in Q2 2026, buying an estimated $144K and bringing the position to 96,994 shares worth $5.61M. The position accounts for 0.01% of the portfolio, ranked #769.

CAPTRUST Financial Advisors first reported a position in FLQM in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.43M in Q4 2025. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • CAPTRUST Financial Advisors held 96,994 shares of Franklin US Mid Cap Multifactor Index ETF worth $5.61M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,544 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $144K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #769 holding.
  • CAPTRUST Financial Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and has held it in 6 quarters since.
  • CAPTRUST Financial Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $8.43M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.