First Heartland Consultants’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

First Heartland Consultants’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	$221K	Hold	3,823	–	–	0.01%	554
2026 Q1	$21K	Sell	3,823 -32	-0.8%	-$1.82K	﹤0.01%	521
2025 Q4	$217K	Hold	3,855	–	–	0.02%	497
2025 Q3	$218K	Sell	3,855 -92	-2%	-$5.14K	0.02%	487
2025 Q2	$214K	Sell	3,947 -230	-6%	-$12.1K	0.02%	466
2025 Q1	$221K	Sell	4,177 -30	-0.7%	-$1.64K	0.02%	406
2024 Q4	$228K	Hold	4,207	–	–	0.02%	405
2024 Q3	$234K	Sell	4,207 -75	-2%	-$4K	0.03%	392
2024 Q2	$220K	Buy	+4,282	New	+$220K	0.02%	394
2021 Q4	–	Sell	-63,870	Closed	-$2.8M	–	386
2021 Q3	$2.8M	Sell	63,870 -21,952	-26%	-$994K	0.43%	60
2021 Q2	$3.78M	Buy	85,822 +24,059	+39%	+$1.04M	0.57%	40
2021 Q1	$2.53M	Buy	+61,763	New	+$2.44M	0.4%	67

Other funds holding FLQM

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

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

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

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

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

First Heartland Consultants's FLQM Position: Q2 2026 in Review

First Heartland Consultants held its Franklin US Mid Cap Multifactor Index ETF (FLQM) position steady in Q2 2026 at 3,823 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #554.

First Heartland Consultants first reported a position in FLQM in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.78M in Q2 2021. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

First Heartland Consultants held 3,823 shares of Franklin US Mid Cap Multifactor Index ETF worth $221K as of Q2 2026.
First Heartland Consultants left its Franklin US Mid Cap Multifactor Index ETF share count unchanged in Q2 2026.
Franklin US Mid Cap Multifactor Index ETF made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #554 holding.
First Heartland Consultants first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2021 and has held it in 12 quarters since.
First Heartland Consultants's Franklin US Mid Cap Multifactor Index ETF position peaked at $3.78M in Q2 2021.
167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.