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FormulaFolio Investments’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

FormulaFolio Investments’s Portfolio FLQL Stock Details FLQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-82,779
Closed -$3.14M – 576
2020
Q4 		$3.14M Buy
+82,779
New +$3.02M 0.07% 203

Other funds holding FLQL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

FormulaFolio Investments's FLQL Position: Q1 2021 in Review

FormulaFolio Investments sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q1 2021, closing a stake of 82,779 shares — an estimated $3.14M sold.

FormulaFolio Investments first reported a position in FLQL in Q4 2020 and held it in 1 quarter. The position peaked at $3.14M in Q4 2020. 48 funds tracked by Wall St. Rank hold FLQL as of Q1 2021.

  • FormulaFolio Investments reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 82,779 Franklin US Large Cap Multifactor Index ETF shares in Q1 2021, an estimated $3.14M.
  • FormulaFolio Investments first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Franklin US Large Cap Multifactor Index ETF position peaked at $3.14M in Q4 2020.
  • 48 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.