Principal Securities’s Fidelity US Multifactor ETF FLRG Stock Holding History

Principal Securities’s Portfolio FLRG Stock Details FLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91M	Buy	52,000 +2,212	+4%	+$84K	0.03%	513
2025 Q4	$1.89M	Buy	49,788 +2,681	+6%	+$102K	0.03%	495
2025 Q3	$1.81M	Buy	47,107 +3,720	+9%	+$137K	0.03%	483
2025 Q2	$1.56M	Buy	43,387 +41,513	+2,215%	+$1.4M	0.03%	486
2025 Q1	$63.4K	Hold	1,874	–	–	﹤0.01%	1651
2024 Q4	$63.4K	Buy	1,874 +853	+84%	+$29.5K	﹤0.01%	1651
2024 Q3	$34.6K	Buy	1,021 +3	+0.3%	+$97	﹤0.01%	1852
2024 Q2	$32.1K	Buy	1,018 +4	+0.4%	+$122	﹤0.01%	1829
2024 Q1	$31K	Buy	1,014 +3	+0.3%	+$87	﹤0.01%	1783
2023 Q4	$28.1K	Buy	+1,011	New	+$26.7K	﹤0.01%	1750

Other funds holding FLRG

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Principal Securities's FLRG Position: Q1 2026 in Review

Principal Securities increased its Fidelity US Multifactor ETF (FLRG) stake by 4.4% in Q1 2026, buying an estimated $84K and bringing the position to 52,000 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #513.

Principal Securities first reported a position in FLRG in Q4 2023 and has held it in 10 quarters since. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

Principal Securities held 52,000 shares of Fidelity US Multifactor ETF worth $1.91M as of Q1 2026.
Principal Securities bought 2,212 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $84K.
Fidelity US Multifactor ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #513 holding.
Principal Securities first reported a position in Fidelity US Multifactor ETF in Q4 2023 and has held it in 10 quarters since.
45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.