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Tidemark’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Tidemark’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
2024
Q1 		– Sell
-494
Closed -$23.8K – 706
2023
Q4 		$23.8K Buy
+494
New +$21.9K 0.01% 313

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tidemark's FLQM Position: Q1 2024 in Review

Tidemark sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2024, closing a stake of 494 shares — an estimated $23.8K sold.

Tidemark first reported a position in FLQM in Q4 2023 and held it in 1 quarter. The position peaked at $23.8K in Q4 2023. 99 funds tracked by Wall St. Rank hold FLQM as of Q1 2024.

  • Tidemark reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2024 after selling out during the quarter.
  • Tidemark sold 494 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2024, an estimated $23.8K.
  • Tidemark first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2023 and held it in 1 quarter.
  • Tidemark's Franklin US Mid Cap Multifactor Index ETF position peaked at $23.8K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2024.

Based on Tidemark's 13F filing for Q1 2024, filed 13 May 2024.