PSI Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

PSI Advisors’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
2025 Q1	–	Sell	-353	Closed	-$19.1K	–	808
2024 Q4	$19.1K	Buy	353 +2	+0.6%	+$112	0.01%	428
2024 Q3	$19.5K	Buy	351 +221	+170%	+$11.8K	0.01%	429
2024 Q2	$6.64K	Buy	130 +101	+348%	+$5.2K	﹤0.01%	585
2024 Q1	$1.57K	Sell	29 -1	-3%	-$50	﹤0.01%	681
2023 Q4	$1.41K	Buy	30 +7	+30%	+$310	﹤0.01%	743
2023 Q3	$996	Hold	23	–	–	﹤0.01%	738
2023 Q2	$1.03K	Buy	23 +5	+28%	+$216	﹤0.01%	719
2023 Q1	$780	Buy	18 +4	+29%	+$173	﹤0.01%	691
2022 Q4	$581	Buy	+14	New	+$576	﹤0.01%	698

Other funds holding FLQM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PSI Advisors's FLQM Position: Q1 2025 in Review

PSI Advisors sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2025, closing a stake of 353 shares — an estimated $19.1K sold.

PSI Advisors first reported a position in FLQM in Q4 2022 and held it in 9 quarters. The position peaked at $19.5K in Q3 2024. 149 funds tracked by Wall St. Rank hold FLQM as of Q1 2025.

PSI Advisors reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 353 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2025, an estimated $19.1K.
PSI Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2022 and held it in 9 quarters.
PSI Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $19.5K in Q3 2024.
149 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.