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Essex Financial Services’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Essex Financial Services’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 		$958K Sell
16,542
-240
-1% -$13.6K 0.05% 329
2026
Q1 		$922K Sell
16,782
-177
-1% -$10.1K 0.05% 310
2025
Q4 		$954K Sell
16,959
-1,193
-7% -$66.9K 0.05% 292
2025
Q3 		$1.02M Sell
18,152
-935
-5% -$52.2K 0.06% 254
2025
Q2 		$1.04M Sell
19,087
-651
-3% -$34.2K 0.07% 243
2025
Q1 		$1.05M Buy
19,738
+2,954
+18% +$161K 0.08% 221
2024
Q4 		$912K Buy
16,784
+587
+4% +$33K 0.06% 253
2024
Q3 		$895K Buy
16,197
+442
+3% +$23.6K 0.06% 265
2024
Q2 		$823K Buy
15,755
+527
+3% +$27.1K 0.06% 277
2024
Q1 		$814K Buy
15,228
+2,612
+21% +$130K 0.08% 235
2023
Q4 		$607K Buy
+12,616
New +$559K 0.06% 268

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
Larson Financial Group
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 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

Essex Financial Services's FLQM Position: Q2 2026 in Review

Essex Financial Services reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 1.4% in Q2 2026, selling an estimated $13.6K and leaving 16,542 shares worth $958K. The position accounts for 0.05% of the portfolio, ranked #329.

Essex Financial Services first reported a position in FLQM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q1 2025. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Essex Financial Services held 16,542 shares of Franklin US Mid Cap Multifactor Index ETF worth $958K as of Q2 2026.
  • Essex Financial Services sold 240 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $13.6K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #329 holding.
  • Essex Financial Services first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2023 and has held it in 11 quarters since.
  • Essex Financial Services's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.05M in Q1 2025.
  • 166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.