Raymond James Financial
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Raymond James Financial’s Fidelity US Multifactor ETF FLRG Stock Holding History

Raymond James Financial’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 		$1.07M Buy
29,197
+1,136
+4% +$43.1K ﹤0.01% 3798
2025
Q4 		$1.06M Buy
28,061
+13,541
+93% +$515K ﹤0.01% 3731
2025
Q3 		$558K Buy
14,520
+5,982
+70% +$221K ﹤0.01% 4056
2025
Q2 		$307K Buy
+8,538
New +$288K ﹤0.01% 4281

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial's FLRG Position: Q1 2026 in Review

Raymond James Financial increased its Fidelity US Multifactor ETF (FLRG) stake by 4% in Q1 2026, buying an estimated $43.1K and bringing the position to 29,197 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3798.

Raymond James Financial first reported a position in FLRG in Q2 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • Raymond James Financial held 29,197 shares of Fidelity US Multifactor ETF worth $1.07M as of Q1 2026.
  • Raymond James Financial bought 1,136 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $43.1K.
  • Fidelity US Multifactor ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3798 holding.
  • Raymond James Financial first reported a position in Fidelity US Multifactor ETF in Q2 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.