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Smartleaf Asset Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Smartleaf Asset Management’s Portfolio FLQM Stock Details FLQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.13M Sell
39,461
-10
-0% -$570 0.08% 232
2025
Q4 		$2.24M Sell
39,471
-8,117
-17% -$455K 0.09% 208
2025
Q3 		$2.69M Buy
+47,588
New +$2.66M 0.17% 132

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Smartleaf Asset Management's FLQM Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 0.03% in Q1 2026, selling an estimated $570 and leaving 39,461 shares worth $2.13M. The position accounts for 0.08% of the portfolio, ranked #232.

Smartleaf Asset Management first reported a position in FLQM in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.69M in Q3 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • Smartleaf Asset Management held 39,461 shares of Franklin US Mid Cap Multifactor Index ETF worth $2.13M as of Q1 2026.
  • Smartleaf Asset Management sold 10 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $570.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.08% of Smartleaf Asset Management's portfolio in Q1 2026, its #232 holding.
  • Smartleaf Asset Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Smartleaf Asset Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $2.69M in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.