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Steward Partners Investment Advisory’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Steward Partners Investment Advisory’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 		$83.1M Buy
1,228,488
+62,095
+5% +$4.36M 0.42% 42
2025
Q4 		$80.9M Buy
1,166,393
+99,657
+9% +$6.86M 0.44% 37
2025
Q3 		$73M Buy
1,066,736
+45,849
+4% +$3.01M 0.42% 40
2025
Q2 		$64.5M Buy
1,020,887
+64,203
+7% +$3.73M 0.5% 30
2025
Q1 		$54M Buy
956,684
+70,203
+8% +$4.17M 0.48% 37
2024
Q4 		$52M Buy
886,481
+7,452
+0.8% +$442K 0.46% 36
2024
Q3 		$51.1M Sell
879,029
-13,392
-2% -$752K 0.47% 39
2024
Q2 		$49.6M Sell
892,421
-4,570
-0.5% -$243K 0.52% 33
2024
Q1 		$47.8M Buy
+896,991
New +$45.4M 0.53% 34

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
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 $376B 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 $6.05B 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return