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Cooper Financial Group’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Cooper Financial Group’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
Q4 		– Sell
-3,694
Closed -$206K – 397
2024
Q3 		$206K Buy
+3,694
New +$197K 0.03% 372

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cooper Financial Group's FLQM Position: Q4 2024 in Review

Cooper Financial Group sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q4 2024, closing a stake of 3,694 shares — an estimated $206K sold.

Cooper Financial Group first reported a position in FLQM in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 147 funds tracked by Wall St. Rank hold FLQM as of Q4 2024.

  • Cooper Financial Group reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q4 2024 after selling out during the quarter.
  • Cooper Financial Group sold 3,694 Franklin US Mid Cap Multifactor Index ETF shares in Q4 2024, an estimated $206K.
  • Cooper Financial Group first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and held it in 1 quarter.
  • Cooper Financial Group's Franklin US Mid Cap Multifactor Index ETF position peaked at $206K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q4 2024.

Based on Cooper Financial Group's 13F filing for Q4 2024, filed 13 Jan 2025.