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RAFFA WEALTH MANAGEMENT, LLC’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2025
Q1 		– Sell
-157
Closed -$9.21K – 1093
2024
Q4 		$9.21K Buy
+157
New +$9.32K ﹤0.01% 341

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FLQL Position: Q1 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q1 2025, closing a stake of 157 shares — an estimated $9.21K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FLQL in Q4 2024 and held it in 1 quarter. The position peaked at $9.21K in Q4 2024. 74 funds tracked by Wall St. Rank hold FLQL as of Q1 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q1 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 157 Franklin US Large Cap Multifactor Index ETF shares in Q1 2025, an estimated $9.21K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2024 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Franklin US Large Cap Multifactor Index ETF position peaked at $9.21K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2025, filed 27 Jul 2026.