Family Capital Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Family Capital 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	$4.46M	Sell	81,169 -5,752	-7%	-$328K	1.98%	12
2025 Q4	$4.89M	Buy	86,921 +959	+1%	+$53.8K	2.17%	10
2025 Q3	$4.85M	Buy	85,962 +1,890	+2%	+$106K	2.32%	9
2025 Q2	$4.57M	Sell	84,072 -265	-0.3%	-$13.9K	2.39%	9
2025 Q1	$4.47M	Buy	84,337 +13	+0%	+$710	2.76%	9
2024 Q4	$4.58M	Buy	84,324 +3,926	+5%	+$221K	2.76%	9
2024 Q3	$4.48M	Buy	80,398 +2,005	+3%	+$107K	2.89%	8
2024 Q2	$4.02M	Buy	78,393 +1,094	+1%	+$56.3K	2.74%	9
2024 Q1	$4.13M	Buy	77,299 +3,128	+4%	+$156K	2.88%	9
2023 Q4	$3.57M	Sell	74,171 -5,079	-6%	-$225K	2.53%	11
2023 Q3	$3.4M	Buy	79,250 +5,866	+8%	+$263K	2.25%	15
2023 Q2	$3.29M	Buy	73,384 +4,491	+7%	+$194K	2.05%	16
2023 Q1	$2.98M	Buy	68,893 +9,618	+16%	+$416K	1.29%	17
2022 Q4	$2.46M	Buy	+59,275	New	+$2.44M	1.62%	15

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 $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 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

Family Capital Management's FLQM Position: Q1 2026 in Review

Family Capital Management reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 6.6% in Q1 2026, selling an estimated $328K and leaving 81,169 shares worth $4.46M. The position accounts for 1.98% of the portfolio, ranked #12.

Family Capital Management first reported a position in FLQM in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.89M in Q4 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

Family Capital Management held 81,169 shares of Franklin US Mid Cap Multifactor Index ETF worth $4.46M as of Q1 2026.
Family Capital Management sold 5,752 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $328K.
Franklin US Mid Cap Multifactor Index ETF made up 1.98% of Family Capital Management's portfolio in Q1 2026, its #12 holding.
Family Capital Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2022 and has held it in 14 quarters since.
Family Capital Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $4.89M in Q4 2025.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.