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John Overdeck’s Fidelity US Multifactor ETF FLRG Stock Holding History

John Overdeck’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
Q1 		– Sell
-21,100
Closed -$801K – 4693
2025
Q4 		$801K Sell
21,100
-17,900
-46% -$681K ﹤0.01% 3069
2025
Q3 		$1.5M Sell
39,000
-4,400
-10% -$163K ﹤0.01% 2319
2025
Q2 		$1.56M Buy
43,400
+4,900
+13% +$165K ﹤0.01% 1995
2025
Q1 		$1.28M Buy
+38,500
New +$1.32M ﹤0.01% 2030

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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

John Overdeck's FLRG Position: Q1 2026 in Review

John Overdeck sold out of Fidelity US Multifactor ETF (FLRG) in Q1 2026, closing a stake of 21,100 shares — an estimated $801K sold.

John Overdeck first reported a position in FLRG in Q1 2025 and held it in 4 quarters. The position peaked at $1.56M in Q2 2025. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • John Overdeck reported no remaining Fidelity US Multifactor ETF position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 21,100 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $801K.
  • John Overdeck first reported a position in Fidelity US Multifactor ETF in Q1 2025 and held it in 4 quarters.
  • John Overdeck's Fidelity US Multifactor ETF position peaked at $1.56M in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

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