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Sunbelt Securities’s Fidelity US Multifactor ETF FLRG Stock Holding History

Sunbelt Securities’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
2026
Q1 		$33.6K Buy
913
+3
+0.3% +$114 ﹤0.01% 1132
2025
Q4 		$34.5K Buy
910
+5
+0.6% +$190 ﹤0.01% 1100
2025
Q3 		$34.8K Buy
905
+9
+1% +$333 ﹤0.01% 1098
2025
Q2 		$30.3K Sell
896
-4
-0.4% -$135 ﹤0.01% 1058
2025
Q1 		$29.8K Buy
900
+4
+0.4% +$138 ﹤0.01% 1023
2024
Q4 		$30.4K Sell
896
-257
-22% -$8.9K ﹤0.01% 1059
2024
Q3 		$39K Buy
1,153
+5
+0.4% +$162 ﹤0.01% 1003
2024
Q2 		$36.2K Buy
1,148
+4
+0.3% +$122 ﹤0.01% 983
2024
Q1 		$34.9K Buy
1,144
+4
+0.4% +$116 ﹤0.01% 956
2023
Q4 		$31.7K Buy
1,140
+3
+0.3% +$79 ﹤0.01% 908
2023
Q3 		$29K Buy
1,137
+4
+0.4% +$105 ﹤0.01% 920
2023
Q2 		$29.6K Buy
1,133
+5
+0.4% +$126 ﹤0.01% 916
2023
Q1 		$27.6K Buy
+1,128
New +$27.5K ﹤0.01% 876

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities's FLRG Position: Q1 2026 in Review

Sunbelt Securities increased its Fidelity US Multifactor ETF (FLRG) stake by 0.33% in Q1 2026, buying an estimated $114 and bringing the position to 913 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Sunbelt Securities first reported a position in FLRG in Q1 2023 and has held it in 13 quarters since. The position peaked at $39K in Q3 2024. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • Sunbelt Securities held 913 shares of Fidelity US Multifactor ETF worth $33.6K as of Q1 2026.
  • Sunbelt Securities bought 3 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $114.
  • Fidelity US Multifactor ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1132 holding.
  • Sunbelt Securities first reported a position in Fidelity US Multifactor ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Fidelity US Multifactor ETF position peaked at $39K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.