M Holdings Securities’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

M Holdings Securities’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 Q1	–	Sell	-11,799	Closed	-$664K	–	298
2025 Q4	$664K	Buy	+11,799	New	+$662K	0.05%	224
2025 Q3	–	Sell	-44,360	Closed	-$2.41M	–	119
2025 Q2	$2.41M	Buy	44,360 +672	+2%	+$35.3K	0.41%	54
2025 Q1	$2.32M	Buy	+43,688	New	+$2.39M	0.39%	52

Other funds holding FLQM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

M Holdings Securities's FLQM Position: Q1 2026 in Review

M Holdings Securities sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2026, closing a stake of 11,799 shares — an estimated $664K sold.

M Holdings Securities first reported a position in FLQM in Q1 2025 and held it in 3 quarters. The position peaked at $2.41M in Q2 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

M Holdings Securities reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2026 after selling out during the quarter.
M Holdings Securities sold 11,799 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $664K.
M Holdings Securities first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and held it in 3 quarters.
M Holdings Securities's Franklin US Mid Cap Multifactor Index ETF position peaked at $2.41M in Q2 2025.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.