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Money Concepts Capital’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-4,865
Closed -$202K – 1342
2022
Q4 		$202K Buy
+4,865
New +$200K 0.01% 682
2022
Q2 		– Sell
-3,378
Closed -$152K – 1846
2022
Q1 		$152K Buy
+3,378
New +$150K 0.01% 839

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.61B AUM 22.15% 1-Year Est. Return
FCM
Family Capital Management Grand Rapids, Michigan $225M AUM 17.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Money Concepts Capital's FLQM Position: Q1 2023 in Review

Money Concepts Capital sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2023, closing a stake of 4,865 shares — an estimated $202K sold.

Money Concepts Capital first reported a position in FLQM in Q1 2022 and held it in 2 quarters. The position peaked at $202K in Q4 2022. 48 funds tracked by Wall St. Rank hold FLQM as of Q1 2023.

  • Money Concepts Capital reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 4,865 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2023, an estimated $202K.
  • Money Concepts Capital first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Franklin US Mid Cap Multifactor Index ETF position peaked at $202K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.