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Forefront Wealth Partners’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Forefront Wealth Partners’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 		$1.1M Buy
20,108
+3,437
+21% +$196K 0.46% 54
2025
Q4 		$938K Buy
16,671
+5,178
+45% +$291K 0.44% 53
2025
Q3 		$649K Buy
+11,493
New +$642K 0.16% 110

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HG
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Forefront Wealth Partners's FLQM Position: Q1 2026 in Review

Forefront Wealth Partners increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 21% in Q1 2026, buying an estimated $196K and bringing the position to 20,108 shares worth $1.1M. The position accounts for 0.46% of the portfolio, ranked #54.

Forefront Wealth Partners first reported a position in FLQM in Q3 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • Forefront Wealth Partners held 20,108 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.1M as of Q1 2026.
  • Forefront Wealth Partners bought 3,437 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $196K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.46% of Forefront Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • Forefront Wealth Partners first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.