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Financial Advocates Investment Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Financial Advocates Investment 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
2023
Q4 		– Sell
-7,062
Closed -$303K – 750
2023
Q3 		$303K Sell
7,062
-150
-2% -$6.73K 0.02% 520
2023
Q2 		$324K Buy
7,212
+650
+10% +$28.1K 0.02% 502
2023
Q1 		$284K Buy
+6,562
New +$284K 0.02% 569

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Financial Advocates Investment Management's FLQM Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q4 2023, closing a stake of 7,062 shares — an estimated $303K sold.

Financial Advocates Investment Management first reported a position in FLQM in Q1 2023 and held it in 3 quarters. The position peaked at $324K in Q2 2023. 82 funds tracked by Wall St. Rank hold FLQM as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,062 Franklin US Mid Cap Multifactor Index ETF shares in Q4 2023, an estimated $303K.
  • Financial Advocates Investment Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2023 and held it in 3 quarters.
  • Financial Advocates Investment Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $324K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.