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TCWP’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

TCWP’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
2022
Q2 		– Sell
-688
Closed -$30K – 785
2022
Q1 		$30K Buy
+688
New +$30.4K 0.01% 594

Other funds holding FLQL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCWP's FLQL Position: Q2 2022 in Review

TCWP sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q2 2022, closing a stake of 688 shares — an estimated $30K sold.

TCWP first reported a position in FLQL in Q1 2022 and held it in 1 quarter. The position peaked at $30K in Q1 2022. 51 funds tracked by Wall St. Rank hold FLQL as of Q2 2022.

  • TCWP reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 688 Franklin US Large Cap Multifactor Index ETF shares in Q2 2022, an estimated $30K.
  • TCWP first reported a position in Franklin US Large Cap Multifactor Index ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's Franklin US Large Cap Multifactor Index ETF position peaked at $30K in Q1 2022.
  • 51 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.