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RFG Advisory’s Fidelity US Multifactor ETF FLRG Stock Holding History

RFG Advisory’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
Q2 		– Sell
-5,486
Closed -$202K – 1153
2026
Q1 		$202K Buy
+5,486
New +$208K ﹤0.01% 1007

Other funds holding FLRG

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
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

RFG Advisory's FLRG Position: Q2 2026 in Review

RFG Advisory sold out of Fidelity US Multifactor ETF (FLRG) in Q2 2026, closing a stake of 5,486 shares — an estimated $202K sold.

RFG Advisory first reported a position in FLRG in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 10 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

  • RFG Advisory reported no remaining Fidelity US Multifactor ETF position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 5,486 Fidelity US Multifactor ETF shares in Q2 2026, an estimated $202K.
  • RFG Advisory first reported a position in Fidelity US Multifactor ETF in Q1 2026 and held it in 1 quarter.
  • RFG Advisory's Fidelity US Multifactor ETF position peaked at $202K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.