Kestra Private Wealth Services
FLRG icon

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
Q3 		$484K Buy
11,723
+177
+2% +$7.4K 0.01% 1245
2026
Q2 		$474K Buy
11,546
+1,670
+17% +$66.8K 0.01% 1265
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

Commonwealth Equity Services
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Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Kestra Private Wealth Services's FLRG Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Fidelity US Multifactor ETF (FLRG) stake by 1.5% in Q3 2026, buying an estimated $7.4K and bringing the position to 11,723 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #1245.

Kestra Private Wealth Services first reported a position in FLRG in Q3 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold FLRG as of Q3 2026.

  • Kestra Private Wealth Services held 11,723 shares of Fidelity US Multifactor ETF worth $484K as of Q3 2026.
  • Kestra Private Wealth Services bought 177 Fidelity US Multifactor ETF shares in Q3 2026, an estimated $7.4K.
  • Fidelity US Multifactor ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1245 holding.
  • Kestra Private Wealth Services first reported a position in Fidelity US Multifactor ETF in Q3 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.