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MONECO Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

MONECO Advisors’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
2024
Q1 		– Sell
-10,782
Closed -$519K – 412
2023
Q4 		$519K Buy
10,782
+162
+2% +$7.17K 0.1% 210
2023
Q3 		$456K Buy
10,620
+997
+10% +$44.8K 0.12% 190
2023
Q2 		$432K Buy
+9,623
New +$416K 0.12% 192

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MONECO Advisors's FLQM Position: Q1 2024 in Review

MONECO Advisors sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2024, closing a stake of 10,782 shares — an estimated $519K sold.

MONECO Advisors first reported a position in FLQM in Q2 2023 and held it in 3 quarters. The position peaked at $519K in Q4 2023. 99 funds tracked by Wall St. Rank hold FLQM as of Q1 2024.

  • MONECO Advisors reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2024 after selling out during the quarter.
  • MONECO Advisors sold 10,782 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2024, an estimated $519K.
  • MONECO Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2023 and held it in 3 quarters.
  • MONECO Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $519K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2024.

Based on MONECO Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.