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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
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 		$1.27M 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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hazlett, Burt & Watson's FLQM Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 12% in Q2 2026, selling an estimated $182K and leaving 23,518 shares worth $1.37M. The position accounts for 0.36% of the portfolio, ranked #70.

Hazlett, Burt & Watson first reported a position in FLQM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.48M in Q4 2025. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Hazlett, Burt & Watson held 23,518 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.37M as of Q2 2026.
  • Hazlett, Burt & Watson sold 3,209 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $182K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.36% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #70 holding.
  • Hazlett, Burt & Watson first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2023 and has held it in 14 quarters since.
  • Hazlett, Burt & Watson's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.48M in Q4 2025.
  • 166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.