Envestnet Asset Management
FLRG icon

Envestnet Asset Management’s Fidelity US Multifactor ETF FLRG Stock Holding History

Envestnet Asset Management’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,657
Closed -$291K – 4755
2025
Q4 		$291K Buy
7,657
+1,461
+24% +$55.6K ﹤0.01% 4059
2025
Q3 		$238K Sell
6,196
-7,401
-54% -$274K ﹤0.01% 4227
2025
Q2 		$489K Buy
13,597
+6,569
+93% +$222K ﹤0.01% 3703
2025
Q1 		$233K Buy
+7,028
New +$242K ﹤0.01% 4065
2023
Q1 		– Sell
-24,503
Closed -$585K – 4021
2022
Q4 		$585K Buy
+24,503
New +$581K ﹤0.01% 3008

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management's FLRG Position: Q1 2026 in Review

Envestnet Asset Management sold out of Fidelity US Multifactor ETF (FLRG) in Q1 2026, closing a stake of 7,657 shares — an estimated $291K sold.

Envestnet Asset Management first reported a position in FLRG in Q4 2022 and held it in 5 quarters. The position peaked at $585K in Q4 2022. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • Envestnet Asset Management reported no remaining Fidelity US Multifactor ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 7,657 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $291K.
  • Envestnet Asset Management first reported a position in Fidelity US Multifactor ETF in Q4 2022 and held it in 5 quarters.
  • Envestnet Asset Management's Fidelity US Multifactor ETF position peaked at $585K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.