TPWA
FLRG icon

Twin Peaks Wealth Advisors’s Fidelity US Multifactor ETF FLRG Stock Holding History

Twin Peaks Wealth Advisors’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
Q3 		– Sell
-217
Closed -$8.02K – 859
2025
Q2 		$8.02K Buy
+217
New +$7.33K ﹤0.01% 1052

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Twin Peaks Wealth Advisors's FLRG Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Fidelity US Multifactor ETF (FLRG) in Q3 2025, closing a stake of 217 shares — an estimated $8.02K sold.

Twin Peaks Wealth Advisors first reported a position in FLRG in Q2 2025 and held it in 1 quarter. The position peaked at $8.02K in Q2 2025. 46 funds tracked by Wall St. Rank hold FLRG as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Fidelity US Multifactor ETF position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 217 Fidelity US Multifactor ETF shares in Q3 2025, an estimated $8.02K.
  • Twin Peaks Wealth Advisors first reported a position in Fidelity US Multifactor ETF in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Fidelity US Multifactor ETF position peaked at $8.02K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.