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KMG Fiduciary Partners’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

KMG Fiduciary Partners’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
Q2 		– Sell
-84,997
Closed -$4.67M – 229
2026
Q1 		$4.67M Buy
84,997
+1,771
+2% +$101K 0.35% 82
2025
Q4 		$4.68M Buy
83,226
+1,093
+1% +$61.3K 0.33% 73
2025
Q3 		$4.64M Buy
82,133
+1,861
+2% +$104K 0.31% 73
2025
Q2 		$4.36M Buy
80,272
+6,867
+9% +$361K 0.32% 72
2025
Q1 		$3.89M Buy
73,405
+11,299
+18% +$617K 0.32% 77
2024
Q4 		$3.37M Buy
62,106
+4,892
+9% +$275K 0.28% 87
2024
Q3 		$3.19M Buy
57,214
+45,026
+369% +$2.4M 0.28% 85
2024
Q2 		$625K Buy
+12,188
New +$627K 0.06% 172

Other funds holding FLQM

EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

KMG Fiduciary Partners's FLQM Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2026, closing a stake of 84,997 shares — an estimated $4.67M sold.

KMG Fiduciary Partners first reported a position in FLQM in Q2 2024 and held it in 8 quarters. The position peaked at $4.68M in Q4 2025. 16 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 84,997 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $4.67M.
  • KMG Fiduciary Partners first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2024 and held it in 8 quarters.
  • KMG Fiduciary Partners's Franklin US Mid Cap Multifactor Index ETF position peaked at $4.68M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.