Hazlett, Burt & Watson
FLQM icon

Hazlett, Burt & Watson’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Hazlett, Burt & Watson’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
Q3 		$1.22M Sell
21,212
-2,306
-10% -$138K 0.32% 83
2026
Q2 		$1.37M Sell
23,518
-3,209
-12% -$182K 0.36% 70
2026
Q1 		$1.47M Buy
26,727
+329
+1% +$18.8K 0.46% 50
2025
Q4 		$1.48M Buy
26,398
+3,606
+16% +$202K 0.47% 51
2025
Q3 		$1.28M Sell
22,792
-688
-3% -$38.4K 0.45% 53
2025
Q2 		$1.28M Sell
23,480
-1,143
-5% -$60.1K 0.52% 49
2025
Q1 		$1.31M Buy
24,623
+1,272
+5% +$69.5K 0.59% 43
2024
Q4 		$1.27M Buy
23,351
+2,961
+15% +$167K 0.56% 43
2024
Q3 		$1.14M Buy
20,390
+3,506
+21% +$187K 0.52% 44
2024
Q2 		$866K Buy
16,884
+1,883
+13% +$96.9K 0.45% 51
2024
Q1 		$802K Buy
15,001
+2,123
+16% +$106K 0.48% 43
2023
Q4 		$622K Buy
12,878
+2,294
+22% +$102K 0.42% 50
2023
Q3 		$455K Buy
10,584
+9,270
+705% +$416K 0.34% 58
2023
Q2 		$59K Buy
1,314
+1,241
+1,700% +$53.6K 0.04% 276
2023
Q1 		$3K Buy
+73
New +$3.16K ﹤0.01% 550

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return
Flynn Zito Capital Management
Flynn Zito Capital Management Garden City, New York $379M AUM 27.93% 1-Year Est. Return
TrustBank
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
Piedmont Capital Management (North Carolina)
Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Hazlett, Burt & Watson's FLQM Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 9.8% in Q3 2026, selling an estimated $138K and leaving 21,212 shares worth $1.22M. The position accounts for 0.32% of the portfolio, ranked #83.

Hazlett, Burt & Watson first reported a position in FLQM in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.48M in Q4 2025. 86 funds tracked by Wall St. Rank hold FLQM as of Q3 2026.

  • Hazlett, Burt & Watson held 21,212 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.22M as of Q3 2026.
  • Hazlett, Burt & Watson sold 2,306 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2026, an estimated $138K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.32% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #83 holding.
  • Hazlett, Burt & Watson first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2023 and has held it in 15 quarters since.
  • Hazlett, Burt & Watson's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.48M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.