RFP
FLRG icon

Root Financial Partners’s Fidelity US Multifactor ETF FLRG Stock Holding History

Root Financial Partners’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
-415
Closed -$15.3K – 1394
2026
Q1 		$15.3K Hold
415
– – ﹤0.01% 1473
2025
Q4 		$15.7K Hold
415
– – ﹤0.01% 1291
2025
Q3 		$16K Buy
+415
New +$15.3K ﹤0.01% 1227

Other funds holding FLRG

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
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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Root Financial Partners's FLRG Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity US Multifactor ETF (FLRG) in Q2 2026, closing a stake of 415 shares — an estimated $15.3K sold.

Root Financial Partners first reported a position in FLRG in Q3 2025 and held it in 3 quarters. The position peaked at $16K in Q3 2025. 16 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity US Multifactor ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 415 Fidelity US Multifactor ETF shares in Q2 2026, an estimated $15.3K.
  • Root Financial Partners first reported a position in Fidelity US Multifactor ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fidelity US Multifactor ETF position peaked at $16K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.