FFWA
FLRG icon

Forthright Family Wealth Advisory’s Fidelity US Multifactor ETF FLRG Stock Holding History

Forthright Family Wealth Advisory’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,978
Closed -$252K – 70
2024
Q2 		$252K Buy
+7,978
New +$242K 0.16% 56

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Forthright Family Wealth Advisory's FLRG Position: Q3 2024 in Review

Forthright Family Wealth Advisory sold out of Fidelity US Multifactor ETF (FLRG) in Q3 2024, closing a stake of 7,978 shares — an estimated $252K sold.

Forthright Family Wealth Advisory first reported a position in FLRG in Q2 2024 and held it in 1 quarter. The position peaked at $252K in Q2 2024. 18 funds tracked by Wall St. Rank hold FLRG as of Q3 2024.

  • Forthright Family Wealth Advisory reported no remaining Fidelity US Multifactor ETF position as of Q3 2024 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 7,978 Fidelity US Multifactor ETF shares in Q3 2024, an estimated $252K.
  • Forthright Family Wealth Advisory first reported a position in Fidelity US Multifactor ETF in Q2 2024 and held it in 1 quarter.
  • Forthright Family Wealth Advisory's Fidelity US Multifactor ETF position peaked at $252K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q3 2024.

Based on Forthright Family Wealth Advisory's 13F filing for Q3 2024, filed 9 Dec 2024.