MFG
FLQM icon

Merit Financial Group’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Merit Financial Group’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
Q2 		$1.18M Sell
20,310
-27,398
-57% -$1.55M 0.01% 1001
2026
Q1 		$2.62M Sell
47,708
-6,534
-12% -$373K 0.02% 566
2025
Q4 		$3.05M Sell
54,242
-212
-0.4% -$11.9K 0.02% 501
2025
Q3 		$3.07M Sell
54,454
-2,118
-4% -$118K 0.03% 438
2025
Q2 		$3.07M Buy
+56,572
New +$2.97M 0.03% 395

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Merit Financial Group's FLQM Position: Q2 2026 in Review

Merit Financial Group reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 57% in Q2 2026, selling an estimated $1.55M and leaving 20,310 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1001.

Merit Financial Group first reported a position in FLQM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.07M in Q3 2025. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Merit Financial Group held 20,310 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.18M as of Q2 2026.
  • Merit Financial Group sold 27,398 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $1.55M.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1001 holding.
  • Merit Financial Group first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Franklin US Mid Cap Multifactor Index ETF position peaked at $3.07M in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.