Root Financial Partners’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Root Financial Partners’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
2026 Q1	$181K	Hold	2,682	–	–	0.01%	359
2025 Q4	$186K	Hold	2,682	–	–	0.01%	315
2025 Q3	$184K	Buy	+2,682	New	+$176K	0.01%	299

Other funds holding FLQL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Root Financial Partners's FLQL Position: Q1 2026 in Review

Root Financial Partners held its Franklin US Large Cap Multifactor Index ETF (FLQL) position steady in Q1 2026 at 2,682 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #359.

Root Financial Partners first reported a position in FLQL in Q3 2025 and has held it in 3 quarters since. The position peaked at $186K in Q4 2025. 91 funds tracked by Wall St. Rank hold FLQL as of Q1 2026.

Root Financial Partners held 2,682 shares of Franklin US Large Cap Multifactor Index ETF worth $181K as of Q1 2026.
Root Financial Partners left its Franklin US Large Cap Multifactor Index ETF share count unchanged in Q1 2026.
Franklin US Large Cap Multifactor Index ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #359 holding.
Root Financial Partners first reported a position in Franklin US Large Cap Multifactor Index ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Franklin US Large Cap Multifactor Index ETF position peaked at $186K in Q4 2025.
91 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.