HPWM
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High Point Wealth Management’s Fidelity US Multifactor ETF FLRG Stock Holding History

High Point Wealth Management’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
2026
Q2 		$256K Buy
6,244
+20
+0.3% +$800 0.21% 82
2026
Q1 		$229K Buy
6,224
+24
+0.4% +$912 0.22% 80
2025
Q4 		$235K Buy
+6,200
New +$236K 0.22% 82

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 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 $445B AUM 25.58% 1-Year Est. Return

High Point Wealth Management's FLRG Position: Q2 2026 in Review

High Point Wealth Management increased its Fidelity US Multifactor ETF (FLRG) stake by 0.32% in Q2 2026, buying an estimated $800 and bringing the position to 6,244 shares worth $256K. The position accounts for 0.21% of the portfolio, ranked #82.

High Point Wealth Management first reported a position in FLRG in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

  • High Point Wealth Management held 6,244 shares of Fidelity US Multifactor ETF worth $256K as of Q2 2026.
  • High Point Wealth Management bought 20 Fidelity US Multifactor ETF shares in Q2 2026, an estimated $800.
  • Fidelity US Multifactor ETF made up 0.21% of High Point Wealth Management's portfolio in Q2 2026, its #82 holding.
  • High Point Wealth Management first reported a position in Fidelity US Multifactor ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.