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First Heartland Consultants’s Franklin US Small Cap Multifactor Index ETF FLQS Stock Holding History

First Heartland Consultants’s Portfolio FLQS Stock Details FLQS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-71,289
Closed -$2.69M – 387
2021
Q3 		$2.69M Buy
71,289
+1,626
+2% +$62.2K 0.41% 63
2021
Q2 		$2.66M Buy
+69,663
New +$2.63M 0.4% 64

Other funds holding FLQS

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Heartland Consultants's FLQS Position: Q4 2021 in Review

First Heartland Consultants sold out of Franklin US Small Cap Multifactor Index ETF (FLQS) in Q4 2021, closing a stake of 71,289 shares — an estimated $2.69M sold.

First Heartland Consultants first reported a position in FLQS in Q2 2021 and held it in 2 quarters. The position peaked at $2.69M in Q3 2021. 12 funds tracked by Wall St. Rank hold FLQS as of Q4 2021.

  • First Heartland Consultants reported no remaining Franklin US Small Cap Multifactor Index ETF position as of Q4 2021 after selling out during the quarter.
  • First Heartland Consultants sold 71,289 Franklin US Small Cap Multifactor Index ETF shares in Q4 2021, an estimated $2.69M.
  • First Heartland Consultants first reported a position in Franklin US Small Cap Multifactor Index ETF in Q2 2021 and held it in 2 quarters.
  • First Heartland Consultants's Franklin US Small Cap Multifactor Index ETF position peaked at $2.69M in Q3 2021.
  • 12 funds tracked by Wall St. Rank held Franklin US Small Cap Multifactor Index ETF as of Q4 2021.

Based on First Heartland Consultants's 13F filing for Q4 2021, filed 11 Feb 2022.