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

National Wealth Management Group’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
2025
Q3 		– Sell
-5,332
Closed -$337K – 242
2025
Q2 		$337K Buy
5,332
+301
+6% +$17.5K 0.19% 118
2025
Q1 		$284K Buy
+5,031
New +$299K 0.19% 115

Other funds holding FLQL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

National Wealth Management Group's FLQL Position: Q3 2025 in Review

National Wealth Management Group sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q3 2025, closing a stake of 5,332 shares — an estimated $337K sold.

National Wealth Management Group first reported a position in FLQL in Q1 2025 and held it in 2 quarters. The position peaked at $337K in Q2 2025. 79 funds tracked by Wall St. Rank hold FLQL as of Q3 2025.

  • National Wealth Management Group reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q3 2025 after selling out during the quarter.
  • National Wealth Management Group sold 5,332 Franklin US Large Cap Multifactor Index ETF shares in Q3 2025, an estimated $337K.
  • National Wealth Management Group first reported a position in Franklin US Large Cap Multifactor Index ETF in Q1 2025 and held it in 2 quarters.
  • National Wealth Management Group's Franklin US Large Cap Multifactor Index ETF position peaked at $337K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q3 2025.

Based on National Wealth Management Group's 13F filing for Q3 2025, filed 31 Oct 2025.