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 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 $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CWA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's FLRG Position: Q1 2026 in Review

LPL Financial increased its Fidelity US Multifactor ETF (FLRG) stake by 3.2% in Q1 2026, buying an estimated $16.1K and bringing the position to 13,849 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #4734.

LPL Financial first reported a position in FLRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $730K in Q2 2025. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

LPL Financial held 13,849 shares of Fidelity US Multifactor ETF worth $510K as of Q1 2026.
LPL Financial bought 423 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $16.1K.
Fidelity US Multifactor ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4734 holding.
LPL Financial first reported a position in Fidelity US Multifactor ETF in Q3 2024 and has held it in 7 quarters since.
LPL Financial's Fidelity US Multifactor ETF position peaked at $730K in Q2 2025.
45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.