Medallion Wealth Advisors’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Medallion Wealth Advisors’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 Q2	$122K	Hold	1,561	–	–	0.04%	315
2026 Q1	$106K	Hold	1,561	–	–	0.03%	346
2025 Q4	$108K	Hold	1,561	–	–	0.04%	343
2025 Q3	$107K	Hold	1,561	–	–	0.04%	342
2025 Q2	$98.2K	Hold	1,561	–	–	0.04%	350
2025 Q1	$88.4K	Sell	1,561 -50	-3%	-$2.97K	0.04%	331
2024 Q4	$94.5K	Buy	+1,611	New	+$95.6K	0.05%	310

Other funds holding FLQL

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Medallion Wealth Advisors's FLQL Position: Q2 2026 in Review

Medallion Wealth Advisors held its Franklin US Large Cap Multifactor Index ETF (FLQL) position steady in Q2 2026 at 1,561 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #315.

Medallion Wealth Advisors first reported a position in FLQL in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold FLQL as of Q2 2026.

Medallion Wealth Advisors held 1,561 shares of Franklin US Large Cap Multifactor Index ETF worth $122K as of Q2 2026.
Medallion Wealth Advisors left its Franklin US Large Cap Multifactor Index ETF share count unchanged in Q2 2026.
Franklin US Large Cap Multifactor Index ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #315 holding.
Medallion Wealth Advisors first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2024 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.