Financial Partners Group (Kansas)’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Financial Partners Group (Kansas)’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
2025 Q1	–	Sell	-130,949	Closed	-$7.11M	–	193
2024 Q4	$7.11M	Buy	130,949 +6,621	+5%	+$372K	1.04%	25
2024 Q3	$6.93M	Buy	+124,328	New	+$6.63M	1.02%	24

Other funds holding FLQM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

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

Financial Partners Group (Kansas)'s FLQM Position: Q1 2025 in Review

Financial Partners Group (Kansas) sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2025, closing a stake of 130,949 shares — an estimated $7.11M sold.

Financial Partners Group (Kansas) first reported a position in FLQM in Q3 2024 and held it in 2 quarters. The position peaked at $7.11M in Q4 2024. 149 funds tracked by Wall St. Rank hold FLQM as of Q1 2025.

Financial Partners Group (Kansas) reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2025 after selling out during the quarter.
Financial Partners Group (Kansas) sold 130,949 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2025, an estimated $7.11M.
Financial Partners Group (Kansas) first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and held it in 2 quarters.
Financial Partners Group (Kansas)'s Franklin US Mid Cap Multifactor Index ETF position peaked at $7.11M in Q4 2024.
149 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2025.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2025, filed 6 May 2025.