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Kestra Private Wealth Services’s Fidelity US Multifactor ETF FLRG Stock Holding History

Kestra Private Wealth Services’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 		$363K Buy
9,876
+3,172
+47% +$120K ﹤0.01% 1363
2025
Q4 		$254K Hold
6,704
– – ﹤0.01% 1499
2025
Q3 		$258K Buy
+6,704
New +$248K ﹤0.01% 1441

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $7.52B AUM 29.01% 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 $26.4B AUM 21.05% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kestra Private Wealth Services's FLRG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Fidelity US Multifactor ETF (FLRG) stake by 47% in Q1 2026, buying an estimated $120K and bringing the position to 9,876 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Kestra Private Wealth Services first reported a position in FLRG in Q3 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • Kestra Private Wealth Services held 9,876 shares of Fidelity US Multifactor ETF worth $363K as of Q1 2026.
  • Kestra Private Wealth Services bought 3,172 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $120K.
  • Fidelity US Multifactor ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1363 holding.
  • Kestra Private Wealth Services first reported a position in Fidelity US Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.