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Core Wealth Partners’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Core Wealth Partners’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
2023
Q1 		– Sell
-2,695
Closed -$354K – 123
2022
Q4 		$354K Buy
+2,695
New +$111K 0.4% 61

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
FCM
Family Capital Management Grand Rapids, Michigan $258M AUM 23.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Core Wealth Partners's FLQM Position: Q1 2023 in Review

Core Wealth Partners sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2023, closing a stake of 2,695 shares — an estimated $354K sold.

Core Wealth Partners first reported a position in FLQM in Q4 2022 and held it in 1 quarter. The position peaked at $354K in Q4 2022. 48 funds tracked by Wall St. Rank hold FLQM as of Q1 2023.

  • Core Wealth Partners reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2023 after selling out during the quarter.
  • Core Wealth Partners sold 2,695 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2023, an estimated $354K.
  • Core Wealth Partners first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2022 and held it in 1 quarter.
  • Core Wealth Partners's Franklin US Mid Cap Multifactor Index ETF position peaked at $354K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.