&Partners’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

&Partners’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	$5.22M	Buy	94,290 +1,955	+2%	+$111K	0.03%	510
2025 Q4	$5.19M	Buy	92,335 +4,566	+5%	+$256K	0.03%	480
2025 Q3	$4.95M	Buy	87,769 +58	+0.1%	+$3.24K	0.03%	422
2025 Q2	$4.76M	Sell	87,711 -1,708	-2%	-$89.8K	0.04%	375
2025 Q1	$4.7M	Buy	89,419 +64,744	+262%	+$3.54M	0.05%	309
2024 Q4	$1.37M	Buy	24,675 +4,826	+24%	+$271K	0.02%	635
2024 Q3	$1.12M	Buy	+19,849	New	+$1.06M	0.02%	538

Other funds holding FLQM

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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

&Partners's FLQM Position: Q1 2026 in Review

&Partners increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 2.1% in Q1 2026, buying an estimated $111K and bringing the position to 94,290 shares worth $5.22M. The position accounts for 0.03% of the portfolio, ranked #510.

&Partners first reported a position in FLQM in Q3 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

&Partners held 94,290 shares of Franklin US Mid Cap Multifactor Index ETF worth $5.22M as of Q1 2026.
&Partners bought 1,955 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $111K.
Franklin US Mid Cap Multifactor Index ETF made up 0.03% of &Partners's portfolio in Q1 2026, its #510 holding.
&Partners first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.