MA
FLQM icon

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

Mutual 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
2026
Q1 		$1.39M Sell
25,311
-1,718
-6% -$98K 0.03% 477
2025
Q4 		$1.52M Sell
27,029
-2,789
-9% -$156K 0.03% 431
2025
Q3 		$1.68M Sell
29,818
-731
-2% -$40.8K 0.04% 411
2025
Q2 		$1.7M Buy
30,549
+8,179
+37% +$430K 0.04% 360
2025
Q1 		$1.14M Buy
22,370
+11,804
+112% +$645K 0.03% 414
2024
Q4 		$592K Buy
10,566
+1,742
+20% +$98K 0.02% 648
2024
Q3 		$484K Sell
8,824
-38,197
-81% -$2.04M 0.01% 718
2024
Q2 		$2.51M Buy
47,021
+29,751
+172% +$1.53M 0.08% 236
2024
Q1 		$923K Sell
17,270
-13,941
-45% -$694K 0.03% 494
2023
Q4 		$1.5M Sell
31,211
-1,994
-6% -$88.3K 0.05% 333
2023
Q3 		$1.43M Buy
33,205
+14,737
+80% +$662K 0.06% 332
2023
Q2 		$829K Sell
18,468
-9,450
-34% -$408K 0.03% 491
2023
Q1 		$1.21M Sell
27,918
-15,735
-36% -$680K 0.05% 372
2022
Q4 		$1.81M Buy
43,653
+3,969
+10% +$163K 0.08% 250
2022
Q3 		$1.49M Buy
39,684
+2,118
+6% +$87K 0.08% 258
2022
Q2 		$1.46M Buy
37,566
+10,012
+36% +$418K 0.1% 246
2022
Q1 		$1.24M Sell
27,554
-26,579
-49% -$1.18M 0.07% 313
2021
Q4 		$2.62M Sell
54,133
-955
-2% -$44.4K 0.14% 181
2021
Q3 		$2.42M Buy
+55,088
New +$2.49M 0.14% 179

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mutual Advisors's FLQM Position: Q1 2026 in Review

Mutual Advisors reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 6.4% in Q1 2026, selling an estimated $98K and leaving 25,311 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #477.

Mutual Advisors first reported a position in FLQM in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.62M in Q4 2021. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • Mutual Advisors held 25,311 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.39M as of Q1 2026.
  • Mutual Advisors sold 1,718 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $98K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #477 holding.
  • Mutual Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2021 and has held it in 19 quarters since.
  • Mutual Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $2.62M in Q4 2021.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.