Raymond James Financial Services Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Raymond James Financial Services 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
2024 Q3	$78.2M	Buy	1,403,104 +128,971	+10%	+$6.88M	0.1%	180
2024 Q2	$65.4M	Buy	1,274,133 +6,823	+0.5%	+$351K	0.09%	206
2024 Q1	$67.8M	Buy	1,267,310 +408,202	+48%	+$20.3M	0.1%	196
2023 Q4	$41.3M	Buy	859,108 +569,495	+197%	+$25.2M	0.07%	276
2023 Q3	$12.4M	Buy	289,613 +161,268	+126%	+$7.24M	0.02%	622
2023 Q2	$5.76M	Buy	128,345 +92,226	+255%	+$3.99M	0.01%	942
2023 Q1	$1.56M	Sell	36,119 -11,768	-25%	-$509K	﹤0.01%	1638
2022 Q4	$1.99M	Buy	+47,887	New	+$1.97M	﹤0.01%	1442

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

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

OWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAG

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

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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

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

Raymond James Financial Services Advisors's FLQM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 10% in Q3 2024, buying an estimated $6.88M and bringing the position to 1,403,104 shares worth $78.2M. The position accounts for 0.1% of the portfolio, ranked #180.

Raymond James Financial Services Advisors first reported a position in FLQM in Q4 2022 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold FLQM as of Q3 2024.

Raymond James Financial Services Advisors held 1,403,104 shares of Franklin US Mid Cap Multifactor Index ETF worth $78.2M as of Q3 2024.
Raymond James Financial Services Advisors bought 128,971 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2024, an estimated $6.88M.
Franklin US Mid Cap Multifactor Index ETF made up 0.1% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #180 holding.
Raymond James Financial Services Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2022 and has held it in 8 quarters since.
128 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.