Concurrent Investment Advisors’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Concurrent Investment Advisors’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 Q1	$235K	Buy	3,480 +307	+10%	+$21.6K	﹤0.01%	1645
2025 Q4	$220K	Hold	3,173	–	–	﹤0.01%	1587
2025 Q3	$217K	Hold	3,173	–	–	﹤0.01%	1316
2025 Q2	$200K	Buy	+3,173	New	+$185K	﹤0.01%	1269
2025 Q1	–	Sell	-3,634	Closed	-$213K	–	1268
2024 Q4	$213K	Hold	3,634	–	–	0.01%	967
2024 Q3	$211K	Hold	3,634	–	–	0.01%	928
2024 Q2	$202K	Sell	3,634 -151	-4%	-$8.01K	0.01%	874
2024 Q1	$202K	Buy	+3,785	New	+$191K	0.01%	805

Other funds holding FLQL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Concurrent Investment Advisors's FLQL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 9.7% in Q1 2026, buying an estimated $21.6K and bringing the position to 3,480 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Concurrent Investment Advisors first reported a position in FLQL in Q1 2024 and has held it in 8 quarters since. 91 funds tracked by Wall St. Rank hold FLQL as of Q1 2026.

Concurrent Investment Advisors held 3,480 shares of Franklin US Large Cap Multifactor Index ETF worth $235K as of Q1 2026.
Concurrent Investment Advisors bought 307 Franklin US Large Cap Multifactor Index ETF shares in Q1 2026, an estimated $21.6K.
Franklin US Large Cap Multifactor Index ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1645 holding.
Concurrent Investment Advisors first reported a position in Franklin US Large Cap Multifactor Index ETF in Q1 2024 and has held it in 8 quarters since.
91 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.