Empirical Asset Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Empirical Asset Management’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 Q1	$271K	Sell	4,934 -572	-10%	-$32.6K	0.07%	309
2025 Q4	$310K	Sell	5,506 -9,150	-62%	-$513K	0.09%	260
2025 Q3	$827K	Sell	14,656 -15,153	-51%	-$846K	0.23%	135
2025 Q2	$1.62M	Buy	29,809 +367	+1%	+$19.3K	0.5%	48
2025 Q1	$1.56M	Buy	29,442 +649	+2%	+$35.5K	0.53%	43
2024 Q4	$1.56M	Sell	28,793 -1,674	-5%	-$94.1K	0.52%	43
2024 Q3	$1.7M	Buy	30,467 +5,107	+20%	+$272K	0.6%	37
2024 Q2	$1.3M	Buy	25,360 +2,953	+13%	+$152K	0.49%	43
2024 Q1	$1.2M	Sell	22,407 -1,513	-6%	-$75.3K	0.58%	43
2023 Q4	$1.15M	Buy	23,920 +453	+2%	+$20.1K	0.94%	23
2023 Q3	$1.01M	Sell	23,467 -1,119	-5%	-$50.2K	0.88%	27
2023 Q2	$1.1M	Buy	24,586 +988	+4%	+$42.7K	0.98%	30
2023 Q1	$1.02M	Buy	+23,598	New	+$1.02M	0.98%	31

Other funds holding FLQM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Empirical Asset Management's FLQM Position: Q1 2026 in Review

Empirical Asset Management reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 10% in Q1 2026, selling an estimated $32.6K and leaving 4,934 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #309.

Empirical Asset Management first reported a position in FLQM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.7M in Q3 2024. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

Empirical Asset Management held 4,934 shares of Franklin US Mid Cap Multifactor Index ETF worth $271K as of Q1 2026.
Empirical Asset Management sold 572 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $32.6K.
Franklin US Mid Cap Multifactor Index ETF made up 0.07% of Empirical Asset Management's portfolio in Q1 2026, its #309 holding.
Empirical Asset Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2023 and has held it in 13 quarters since.
Empirical Asset Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.7M in Q3 2024.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.