Modern Wealth Management’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Modern Wealth Management’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 Q1	$378K	Hold	5,518	–	–	0.01%	640
2025 Q4	$383K	Hold	5,518	–	–	0.01%	607
2025 Q3	$378K	Hold	5,518	–	–	0.01%	575
2025 Q2	$349K	Sell	5,518 -1,000	-15%	-$58.2K	0.01%	569
2025 Q1	$368K	Hold	6,518	–	–	0.01%	476
2024 Q4	$382K	Buy	+6,518	New	+$387K	0.01%	408

Other funds holding FLQL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Modern Wealth Management's FLQL Position: Q1 2026 in Review

Modern Wealth Management held its Franklin US Large Cap Multifactor Index ETF (FLQL) position steady in Q1 2026 at 5,518 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #640.

Modern Wealth Management first reported a position in FLQL in Q4 2024 and has held it in 6 quarters since. The position peaked at $383K in Q4 2025. 91 funds tracked by Wall St. Rank hold FLQL as of Q1 2026.

Modern Wealth Management held 5,518 shares of Franklin US Large Cap Multifactor Index ETF worth $378K as of Q1 2026.
Modern Wealth Management left its Franklin US Large Cap Multifactor Index ETF share count unchanged in Q1 2026.
Franklin US Large Cap Multifactor Index ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #640 holding.
Modern Wealth Management first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2024 and has held it in 6 quarters since.
Modern Wealth Management's Franklin US Large Cap Multifactor Index ETF position peaked at $383K in Q4 2025.
91 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.