Concord Wealth Partners’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Concord Wealth Partners’s Portfolio FLQL Stock Details FLQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02K	Buy	+13	New	+$979	﹤0.01%	776

Other funds holding FLQL

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Concord Wealth Partners's FLQL Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Franklin US Large Cap Multifactor Index ETF (FLQL) in Q2 2026: 13 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings.

99 funds tracked by Wall St. Rank hold FLQL as of Q2 2026.

Concord Wealth Partners held 13 shares of Franklin US Large Cap Multifactor Index ETF worth $1.02K as of Q2 2026.
Franklin US Large Cap Multifactor Index ETF was a new Concord Wealth Partners position in Q2 2026.
Franklin US Large Cap Multifactor Index ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #776 holding.
99 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.