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John Overdeck’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

John Overdeck’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
Q1 		– Sell
-112,600
Closed -$6.33M – 4692
2025
Q4 		$6.33M Buy
+112,600
New +$6.32M 0.01% 1494

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

John Overdeck's FLQM Position: Q1 2026 in Review

John Overdeck sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2026, closing a stake of 112,600 shares — an estimated $6.33M sold.

John Overdeck first reported a position in FLQM in Q4 2025 and held it in 1 quarter. The position peaked at $6.33M in Q4 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • John Overdeck reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 112,600 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $6.33M.
  • John Overdeck first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2025 and held it in 1 quarter.
  • John Overdeck's Franklin US Mid Cap Multifactor Index ETF position peaked at $6.33M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.