Dynamic Advisor Solutions
FLQM icon

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
Q3 		– Sell
-9,461
Closed -$548K – 1065
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

HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions's FLQM Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q3 2026, closing a stake of 9,461 shares — an estimated $548K sold.

Dynamic Advisor Solutions first reported a position in FLQM in Q3 2020 and held it in 24 quarters. The position peaked at $1.05M in Q3 2025. 13 funds tracked by Wall St. Rank hold FLQM as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 9,461 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2026, an estimated $548K.
  • Dynamic Advisor Solutions first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2020 and held it in 24 quarters.
  • Dynamic Advisor Solutions's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.05M in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.