Next Financial Group’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Next Financial 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
2020 Q4	–	Sell	-339	Closed	-$12K	–	2363
2020 Q3	$12K	Buy	+339	New	+$11.6K	﹤0.01%	1571

Other funds holding FLQL

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

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

RJFSA

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Next Financial Group's FLQL Position: Q4 2020 in Review

Next Financial Group sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q4 2020, closing a stake of 339 shares — an estimated $12K sold.

Next Financial Group first reported a position in FLQL in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 47 funds tracked by Wall St. Rank hold FLQL as of Q4 2020.

Next Financial Group reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q4 2020 after selling out during the quarter.
Next Financial Group sold 339 Franklin US Large Cap Multifactor Index ETF shares in Q4 2020, an estimated $12K.
Next Financial Group first reported a position in Franklin US Large Cap Multifactor Index ETF in Q3 2020 and held it in 1 quarter.
Next Financial Group's Franklin US Large Cap Multifactor Index ETF position peaked at $12K in Q3 2020.
47 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.