LPL Financial’s Fidelity US Multifactor ETF FLRG Stock Holding History

LPL Financial’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 Q2	$560K	Sell	13,653 -196	-1%	-$7.83K	﹤0.01%	4923
2026 Q1	$510K	Buy	13,849 +423	+3%	+$16.1K	﹤0.01%	4734
2025 Q4	$510K	Sell	13,426 -2,212	-14%	-$84.2K	﹤0.01%	4698
2025 Q3	$601K	Sell	15,638 -4,673	-23%	-$173K	﹤0.01%	4475
2025 Q2	$730K	Buy	20,311 +9,434	+87%	+$318K	﹤0.01%	4037
2025 Q1	$361K	Buy	10,877 +2,309	+27%	+$79.4K	﹤0.01%	4455
2024 Q4	$290K	Hold	8,568	–	–	﹤0.01%	4556
2024 Q3	$290K	Buy	+8,568	New	+$278K	﹤0.01%	4459

Other funds holding FLRG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial's FLRG Position: Q2 2026 in Review

LPL Financial reduced its Fidelity US Multifactor ETF (FLRG) stake by 1.4% in Q2 2026, selling an estimated $7.83K and leaving 13,653 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #4923.

LPL Financial first reported a position in FLRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $730K in Q2 2025. 47 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

LPL Financial held 13,653 shares of Fidelity US Multifactor ETF worth $560K as of Q2 2026.
LPL Financial sold 196 Fidelity US Multifactor ETF shares in Q2 2026, an estimated $7.83K.
Fidelity US Multifactor ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4923 holding.
LPL Financial first reported a position in Fidelity US Multifactor ETF in Q3 2024 and has held it in 8 quarters since.
LPL Financial's Fidelity US Multifactor ETF position peaked at $730K in Q2 2025.
47 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.