SP
FLQL icon

Sequent Planning’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Sequent Planning’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
Q2 		$17.2M Buy
219,827
+14,407
+7% +$1.08M 3.68% 4
2026
Q1 		$13.9M Buy
205,420
+21,380
+12% +$1.5M 3.36% 6
2025
Q4 		$12.8M Buy
184,040
+20,614
+13% +$1.42M 3.25% 6
2025
Q3 		$11.2M Buy
+163,426
New +$10.7M 3.17% 6

Other funds holding FLQL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sequent Planning's FLQL Position: Q2 2026 in Review

Sequent Planning increased its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 7% in Q2 2026, buying an estimated $1.08M and bringing the position to 219,827 shares worth $17.2M. The position accounts for 3.68% of the portfolio, ranked #4.

Sequent Planning first reported a position in FLQL in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold FLQL as of Q2 2026.

  • Sequent Planning held 219,827 shares of Franklin US Large Cap Multifactor Index ETF worth $17.2M as of Q2 2026.
  • Sequent Planning bought 14,407 Franklin US Large Cap Multifactor Index ETF shares in Q2 2026, an estimated $1.08M.
  • Franklin US Large Cap Multifactor Index ETF made up 3.68% of Sequent Planning's portfolio in Q2 2026, its #4 holding.
  • Sequent Planning first reported a position in Franklin US Large Cap Multifactor Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.