NewSquare Capital’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

NewSquare Capital’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
2023 Q1	–	Sell	-754	Closed	-$29.6K	–	915
2022 Q4	$29.6K	Hold	754	–	–	﹤0.01%	194
2022 Q3	$28K	Sell	754 -1,401	-65%	-$56.4K	﹤0.01%	198
2022 Q2	$84K	Hold	2,155	–	–	0.01%	171
2022 Q1	$97K	Buy	+2,155	New	+$95.3K	0.01%	181

Other funds holding FLQL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

NewSquare Capital's FLQL Position: Q1 2023 in Review

NewSquare Capital sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q1 2023, closing a stake of 754 shares — an estimated $29.6K sold.

NewSquare Capital first reported a position in FLQL in Q1 2022 and held it in 4 quarters. The position peaked at $97K in Q1 2022. 53 funds tracked by Wall St. Rank hold FLQL as of Q1 2023.

NewSquare Capital reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q1 2023 after selling out during the quarter.
NewSquare Capital sold 754 Franklin US Large Cap Multifactor Index ETF shares in Q1 2023, an estimated $29.6K.
NewSquare Capital first reported a position in Franklin US Large Cap Multifactor Index ETF in Q1 2022 and held it in 4 quarters.
NewSquare Capital's Franklin US Large Cap Multifactor Index ETF position peaked at $97K in Q1 2022.
53 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2023.

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