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Householder Group Estate & Retirement Specialist’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-290
Closed -$16K – 764
2024
Q3 		$16K Hold
290
– – ﹤0.01% 736
2024
Q2 		$14K Hold
290
– – ﹤0.01% 743
2024
Q1 		$15.5K Buy
+290
New +$14.4K ﹤0.01% 721

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FLQM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q4 2024, closing a stake of 290 shares — an estimated $16K sold.

Householder Group Estate & Retirement Specialist first reported a position in FLQM in Q1 2024 and held it in 3 quarters. The position peaked at $16K in Q3 2024. 147 funds tracked by Wall St. Rank hold FLQM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 290 Franklin US Mid Cap Multifactor Index ETF shares in Q4 2024, an estimated $16K.
  • Householder Group Estate & Retirement Specialist first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2024 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Franklin US Mid Cap Multifactor Index ETF position peaked at $16K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.