Key Client Fiduciary Advisors’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Key Client Fiduciary Advisors’s Portfolio FLQL Stock Details FLQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,504	Closed	-$616K	–	196
2024 Q4	$616K	Buy	10,504 +2	+0%	+$119	0.27%	85
2024 Q3	$611K	Sell	10,502 -148	-1%	-$8.31K	0.27%	82
2024 Q2	$592K	Sell	10,650 -1,900	-15%	-$101K	0.29%	80
2024 Q1	$668K	Hold	12,550	–	–	0.35%	66
2023 Q4	$599K	Buy	12,550 +500	+4%	+$22.5K	0.35%	70
2023 Q3	$519K	Sell	12,050 -50	-0.4%	-$2.23K	0.32%	76
2023 Q2	$542K	Buy	12,100 +2,900	+32%	+$123K	0.32%	70
2023 Q1	$381K	Buy	9,200 +500	+6%	+$20.1K	0.24%	98
2022 Q4	$341K	Sell	8,700 -75	-0.9%	-$2.98K	0.23%	98
2022 Q3	$321K	Sell	8,775 -100	-1%	-$4.02K	0.29%	75
2022 Q2	$344K	Buy	8,875 +470	+6%	+$19.5K	0.34%	70
2022 Q1	$377K	Sell	8,405 -265	-3%	-$11.7K	0.3%	80
2021 Q4	$408K	Buy	+8,670	New	+$390K	0.34%	68

Other funds holding FLQL

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Key Client Fiduciary Advisors's FLQL Position: Q1 2025 in Review

Key Client Fiduciary Advisors sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q1 2025, closing a stake of 10,504 shares — an estimated $616K sold.

Key Client Fiduciary Advisors first reported a position in FLQL in Q4 2021 and held it in 13 quarters. The position peaked at $668K in Q1 2024. 74 funds tracked by Wall St. Rank hold FLQL as of Q1 2025.

Key Client Fiduciary Advisors reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q1 2025 after selling out during the quarter.
Key Client Fiduciary Advisors sold 10,504 Franklin US Large Cap Multifactor Index ETF shares in Q1 2025, an estimated $616K.
Key Client Fiduciary Advisors first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2021 and held it in 13 quarters.
Key Client Fiduciary Advisors's Franklin US Large Cap Multifactor Index ETF position peaked at $668K in Q1 2024.
74 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.