Patriot Financial Group Insurance Agency’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,058	Closed	-$41K	–	939
2022 Q2	$41K	Hold	1,058	–	–	0.01%	792
2022 Q1	$48K	Sell	1,058 -233	-18%	-$10.3K	0.01%	791
2021 Q4	$61K	Buy	1,291 +7	+0.5%	+$315	0.01%	796
2021 Q3	$54K	Buy	1,284 +14	+1%	+$616	0.01%	843
2021 Q2	$54K	Buy	1,270 +30	+2%	+$1.26K	0.01%	816
2021 Q1	$50K	Buy	1,240 +83	+7%	+$3.2K	0.01%	770
2020 Q4	$44K	Buy	1,157 +163	+16%	+$5.94K	0.01%	723
2020 Q3	$35K	Hold	994	–	–	0.01%	626
2020 Q2	$32K	Buy	994 +935	+1,585%	+$28.9K	0.01%	616
2020 Q1	$2K	Buy	+59	New	+$1.94K	﹤0.01%	1296

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

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

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

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

Patriot Financial Group Insurance Agency's FLQL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q3 2022, closing a stake of 1,058 shares — an estimated $41K sold.

Patriot Financial Group Insurance Agency first reported a position in FLQL in Q1 2020 and held it in 10 quarters. The position peaked at $61K in Q4 2021. 55 funds tracked by Wall St. Rank hold FLQL as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,058 Franklin US Large Cap Multifactor Index ETF shares in Q3 2022, an estimated $41K.
Patriot Financial Group Insurance Agency first reported a position in Franklin US Large Cap Multifactor Index ETF in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Franklin US Large Cap Multifactor Index ETF position peaked at $61K in Q4 2021.
55 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.