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Retirement Group’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Retirement Group’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
2020
Q3 		– Sell
-219
Closed -$7K – 677
2020
Q2 		$7K Buy
+219
New +$6.76K ﹤0.01% 413
2019
Q4 		$11K Buy
+300
New +$10.1K 0.01% 375

Other funds holding FLQL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Retirement Group's FLQL Position: Q3 2020 in Review

Retirement Group sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q3 2020, closing a stake of 219 shares — an estimated $7K sold.

Retirement Group first reported a position in FLQL in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 43 funds tracked by Wall St. Rank hold FLQL as of Q3 2020.

  • Retirement Group reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q3 2020 after selling out during the quarter.
  • Retirement Group sold 219 Franklin US Large Cap Multifactor Index ETF shares in Q3 2020, an estimated $7K.
  • Retirement Group first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2019 and held it in 2 quarters.
  • Retirement Group's Franklin US Large Cap Multifactor Index ETF position peaked at $11K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q3 2020.

Based on Retirement Group's 13F filing for Q3 2020, filed 8 Sep 2021.