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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
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 $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sequent Planning's FLQL Position: Q1 2026 in Review

Sequent Planning increased its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 12% in Q1 2026, buying an estimated $1.5M and bringing the position to 205,420 shares worth $13.9M. The position accounts for 3.36% of the portfolio, ranked #6.

Sequent Planning first reported a position in FLQL in Q3 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold FLQL as of Q1 2026.

  • Sequent Planning held 205,420 shares of Franklin US Large Cap Multifactor Index ETF worth $13.9M as of Q1 2026.
  • Sequent Planning bought 21,380 Franklin US Large Cap Multifactor Index ETF shares in Q1 2026, an estimated $1.5M.
  • Franklin US Large Cap Multifactor Index ETF made up 3.36% of Sequent Planning's portfolio in Q1 2026, its #6 holding.
  • Sequent Planning first reported a position in Franklin US Large Cap Multifactor Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.