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Dynamic Advisor Solutions’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Dynamic Advisor Solutions’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
2026
Q2 		$548K Sell
9,461
-4,233
-31% -$240K 0.02% 659
2026
Q1 		$752K Sell
13,694
-3,766
-22% -$215K 0.02% 535
2025
Q4 		$982K Sell
17,460
-1,177
-6% -$66K 0.03% 463
2025
Q3 		$1.05M Buy
18,637
+666
+4% +$37.2K 0.03% 456
2025
Q2 		$976K Sell
17,971
-1,235
-6% -$64.9K 0.03% 470
2025
Q1 		$1.02M Buy
19,206
+2,003
+12% +$109K 0.03% 414
2024
Q4 		$934K Buy
17,203
+1,789
+12% +$101K 0.04% 325
2024
Q3 		$859K Buy
15,414
+1,069
+7% +$57K 0.03% 493
2024
Q2 		$736K Sell
14,345
-557
-4% -$28.7K 0.02% 527
2024
Q1 		$797K Buy
14,902
+193
+1% +$9.61K 0.03% 488
2023
Q4 		$696K Buy
14,709
+329
+2% +$14.6K 0.03% 496
2023
Q3 		$618K Buy
14,380
+1,336
+10% +$60K 0.03% 467
2023
Q2 		$586K Buy
13,044
+532
+4% +$23K 0.03% 452
2023
Q1 		$541K Sell
12,512
-460
-4% -$19.9K 0.03% 453
2022
Q4 		$539K Buy
12,972
+517
+4% +$21.3K 0.04% 418
2022
Q3 		$466K Sell
12,455
-358
-3% -$14.7K 0.04% 405
2022
Q2 		$497K Sell
12,813
-1,394
-10% -$58.2K 0.04% 404
2022
Q1 		$639K Sell
14,207
-283
-2% -$12.6K 0.04% 380
2021
Q4 		$701K Buy
14,490
+383
+3% +$17.8K 0.05% 349
2021
Q3 		$618K Buy
14,107
+295
+2% +$13.4K 0.05% 393
2021
Q2 		$609K Buy
13,812
+12
+0.1% +$518 0.05% 381
2021
Q1 		$564K Buy
13,800
+3,365
+32% +$133K 0.05% 347
2020
Q4 		$396K Buy
10,435
+464
+5% +$16.6K 0.04% 423
2020
Q3 		$330K Buy
+9,971
New +$325K 0.04% 403

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dynamic Advisor Solutions's FLQM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 31% in Q2 2026, selling an estimated $240K and leaving 9,461 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #659.

Dynamic Advisor Solutions first reported a position in FLQM in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.05M in Q3 2025. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Dynamic Advisor Solutions held 9,461 shares of Franklin US Mid Cap Multifactor Index ETF worth $548K as of Q2 2026.
  • Dynamic Advisor Solutions sold 4,233 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $240K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #659 holding.
  • Dynamic Advisor Solutions first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2020 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.05M in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.