Cetera Advisor Networks’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Cetera Advisor Networks’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 Q1	$2.34M	Sell	43,810 -422	-1%	-$21K	0.01%	946
2023 Q4	$2.13M	Sell	44,232 -2,022	-4%	-$89.5K	0.01%	932
2023 Q3	$1.99M	Buy	46,254 +37,787	+446%	+$1.7M	0.01%	901
2023 Q2	$380K	Buy	+8,467	New	+$366K	﹤0.01%	1919
2020 Q3	–	Sell	-1,085	Closed	-$33K	–	1837
2020 Q2	$33K	Buy	+1,085	New	+$31K	﹤0.01%	2126

Other funds holding FLQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cetera Advisor Networks's FLQM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 0.95% in Q1 2024, selling an estimated $21K and leaving 43,810 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #946.

Cetera Advisor Networks first reported a position in FLQM in Q2 2020 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold FLQM as of Q1 2024.

Cetera Advisor Networks held 43,810 shares of Franklin US Mid Cap Multifactor Index ETF worth $2.34M as of Q1 2024.
Cetera Advisor Networks sold 422 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2024, an estimated $21K.
Franklin US Mid Cap Multifactor Index ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #946 holding.
Cetera Advisor Networks first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2020 and has held it in 5 quarters since.
99 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.