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DB Wealth Management Group’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

DB Wealth Management 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
2023
Q4 		$78.1K Hold
1,623
– – 0.04% 133
2023
Q3 		$69.7K Sell
1,623
-160
-9% -$7.18K 0.04% 129
2023
Q2 		$80.1K Buy
+1,783
New +$77.1K 0.05% 122

Other funds holding FLQM

LPL Financial
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

DB Wealth Management Group's FLQM Position: Q4 2023 in Review

DB Wealth Management Group held its Franklin US Mid Cap Multifactor Index ETF (FLQM) position steady in Q4 2023 at 1,623 shares worth $78.1K. The position accounts for 0.04% of the portfolio, ranked #133.

DB Wealth Management Group first reported a position in FLQM in Q2 2023 and has held it in 3 quarters since. The position peaked at $80.1K in Q2 2023. 82 funds tracked by Wall St. Rank hold FLQM as of Q4 2023.

  • DB Wealth Management Group held 1,623 shares of Franklin US Mid Cap Multifactor Index ETF worth $78.1K as of Q4 2023.
  • DB Wealth Management Group left its Franklin US Mid Cap Multifactor Index ETF share count unchanged in Q4 2023.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.04% of DB Wealth Management Group's portfolio in Q4 2023, its #133 holding.
  • DB Wealth Management Group first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2023 and has held it in 3 quarters since.
  • DB Wealth Management Group's Franklin US Mid Cap Multifactor Index ETF position peaked at $80.1K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.