Sowell Financial Services’s Fidelity US Multifactor ETF FLRG Stock Holding History

Sowell Financial Services’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
2025 Q2	–	Sell	-6,272	Closed	-$208K	–	1059
2025 Q1	$208K	Buy	+6,272	New	+$216K	0.01%	918
2024 Q3	–	Sell	-151,810	Closed	-$4.79M	–	553
2024 Q2	$4.79M	Buy	151,810 +96,607	+175%	+$2.93M	0.23%	107
2024 Q1	$1.69M	Buy	+55,203	New	+$1.6M	0.08%	261
2023 Q3	–	Sell	-32,700	Closed	-$853K	–	536
2023 Q2	$853K	Buy	+32,700	New	+$823K	0.05%	381

Other funds holding FLRG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Sowell Financial Services's FLRG Position: Q2 2025 in Review

Sowell Financial Services sold out of Fidelity US Multifactor ETF (FLRG) in Q2 2025, closing a stake of 6,272 shares — an estimated $208K sold.

Sowell Financial Services first reported a position in FLRG in Q2 2023 and held it in 4 quarters. The position peaked at $4.79M in Q2 2024. 37 funds tracked by Wall St. Rank hold FLRG as of Q2 2025.

Sowell Financial Services reported no remaining Fidelity US Multifactor ETF position as of Q2 2025 after selling out during the quarter.
Sowell Financial Services sold 6,272 Fidelity US Multifactor ETF shares in Q2 2025, an estimated $208K.
Sowell Financial Services first reported a position in Fidelity US Multifactor ETF in Q2 2023 and held it in 4 quarters.
Sowell Financial Services's Fidelity US Multifactor ETF position peaked at $4.79M in Q2 2024.
37 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.