Envestnet Portfolio Solutions’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Envestnet Portfolio Solutions’s Portfolio FLQL Stock Details FLQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,233	Closed	-$394K	–	1490
2025 Q2	$394K	Sell	6,233 -9,257	-60%	-$538K	﹤0.01%	1217
2025 Q1	$874K	Buy	15,490 +1,250	+9%	+$74.2K	﹤0.01%	842
2024 Q4	$835K	Buy	14,240 +1,326	+10%	+$78.7K	﹤0.01%	1010
2024 Q3	$751K	Buy	12,914 +1,123	+10%	+$63K	﹤0.01%	1015
2024 Q2	$655K	Sell	11,791 -18	-0.2%	-$955	﹤0.01%	1022
2024 Q1	$629K	Buy	11,809 +899	+8%	+$45.5K	﹤0.01%	1020
2023 Q4	$521K	Buy	10,910 +3,835	+54%	+$172K	﹤0.01%	1029
2023 Q3	$305K	Buy	+7,075	New	+$316K	﹤0.01%	1221

Other funds holding FLQL

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions's FLQL Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q3 2025, closing a stake of 6,233 shares — an estimated $394K sold.

Envestnet Portfolio Solutions first reported a position in FLQL in Q3 2023 and held it in 8 quarters. The position peaked at $874K in Q1 2025. 79 funds tracked by Wall St. Rank hold FLQL as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 6,233 Franklin US Large Cap Multifactor Index ETF shares in Q3 2025, an estimated $394K.
Envestnet Portfolio Solutions first reported a position in Franklin US Large Cap Multifactor Index ETF in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's Franklin US Large Cap Multifactor Index ETF position peaked at $874K in Q1 2025.
79 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.