Root Financial Partners
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
Q3 		$17.1K Buy
+415
New +$17.4K ﹤0.01% 1634
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

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Cambridge Investment Research Advisors
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Beacon Capital Management LLC (Tennessee)
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Kestra Private Wealth Services
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Williams & Novak
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Root Financial Partners's FLRG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity US Multifactor ETF (FLRG) in Q3 2026: 415 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FLRG as recently as Q1 2026.

Root Financial Partners first reported a position in FLRG in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold FLRG as of Q3 2026.

  • Root Financial Partners held 415 shares of Fidelity US Multifactor ETF worth $17.1K as of Q3 2026.
  • Fidelity US Multifactor ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity US Multifactor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1634 holding.
  • Root Financial Partners first reported a position in Fidelity US Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.