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FLQM icon

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

NewEdge 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 		$6.94M Buy
126,264
+21,252
+20% +$1.21M 0.03% 569
2025
Q4 		$5.91M Buy
105,012
+103,871
+9,104% +$5.83M 0.02% 599
2025
Q3 		$64.4K Buy
1,141
+80
+8% +$4.47K ﹤0.01% 2754
2025
Q2 		$57.6K Buy
1,061
+326
+44% +$17.1K ﹤0.01% 2622
2025
Q1 		$39K Sell
735
-2,301
-76% -$126K ﹤0.01% 2636
2024
Q4 		$165K Sell
3,036
-3,765
-55% -$212K ﹤0.01% 2141
2024
Q3 		$379K Buy
+6,801
New +$363K ﹤0.01% 1643
2023
Q1 		– Sell
-162
Closed -$6.73K – 3670
2022
Q4 		$6.73K Buy
+162
New +$6.67K ﹤0.01% 2490

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