EFS
FLQM icon

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
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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Essex Financial Services's FLQM Position: Q1 2026 in Review

Essex Financial Services reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 1% in Q1 2026, selling an estimated $10.1K and leaving 16,782 shares worth $922K. The position accounts for 0.05% of the portfolio, ranked #310.

Essex Financial Services first reported a position in FLQM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.05M in Q1 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • Essex Financial Services held 16,782 shares of Franklin US Mid Cap Multifactor Index ETF worth $922K as of Q1 2026.
  • Essex Financial Services sold 177 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $10.1K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #310 holding.
  • Essex Financial Services first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2023 and has held it in 10 quarters since.
  • Essex Financial Services's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.05M in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.