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FLQM icon

McAdam LLC’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

McAdam LLC’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
2021
Q1 		– Sell
-17,728
Closed -$691K – 163
2020
Q4 		$691K Buy
+17,728
New +$636K 0.11% 74

Other funds holding FLQM

SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McAdam LLC's FLQM Position: Q1 2021 in Review

McAdam LLC sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2021, closing a stake of 17,728 shares — an estimated $691K sold.

McAdam LLC first reported a position in FLQM in Q4 2020 and held it in 1 quarter. The position peaked at $691K in Q4 2020. 14 funds tracked by Wall St. Rank hold FLQM as of Q1 2021.

  • McAdam LLC reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2021 after selling out during the quarter.
  • McAdam LLC sold 17,728 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2021, an estimated $691K.
  • McAdam LLC first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2020 and held it in 1 quarter.
  • McAdam LLC's Franklin US Mid Cap Multifactor Index ETF position peaked at $691K in Q4 2020.
  • 14 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2021.

Based on McAdam LLC's 13F filing for Q1 2021, filed 26 Apr 2021.