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Lakeshore Capital Group’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Lakeshore Capital Group’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
2026
Q1 		$2.15M Buy
31,793
+50
+0.2% +$3.51K 1.76% 17
2025
Q4 		$2.2M Sell
31,743
-3,348
-10% -$231K 1.76% 15
2025
Q3 		$2.4M Buy
35,091
+42
+0.1% +$2.75K 1.94% 14
2025
Q2 		$2.21M Sell
35,049
-594
-2% -$34.5K 1.96% 12
2025
Q1 		$2.01M Buy
+35,643
New +$2.11M 1.94% 12

Other funds holding FLQL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lakeshore Capital Group's FLQL Position: Q1 2026 in Review

Lakeshore Capital Group increased its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 0.16% in Q1 2026, buying an estimated $3.51K and bringing the position to 31,793 shares worth $2.15M. The position accounts for 1.76% of the portfolio, ranked #17.

Lakeshore Capital Group first reported a position in FLQL in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.4M in Q3 2025. 91 funds tracked by Wall St. Rank hold FLQL as of Q1 2026.

  • Lakeshore Capital Group held 31,793 shares of Franklin US Large Cap Multifactor Index ETF worth $2.15M as of Q1 2026.
  • Lakeshore Capital Group bought 50 Franklin US Large Cap Multifactor Index ETF shares in Q1 2026, an estimated $3.51K.
  • Franklin US Large Cap Multifactor Index ETF made up 1.76% of Lakeshore Capital Group's portfolio in Q1 2026, its #17 holding.
  • Lakeshore Capital Group first reported a position in Franklin US Large Cap Multifactor Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Lakeshore Capital Group's Franklin US Large Cap Multifactor Index ETF position peaked at $2.4M in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2026.

Based on Lakeshore Capital Group's 13F filing for Q1 2026, filed 22 Apr 2026.