Wealth Enhancement Advisory Services’s Fidelity US Multifactor ETF FLRG Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$7.9M	Buy	188,361 +7,674	+4%	+$321K	0.01%	831
2026 Q2	$7.44M	Buy	180,687 +1,473	+0.8%	+$58.9K	0.01%	800
2026 Q1	$6.65M	Sell	179,214 -94,347	-34%	-$3.58M	0.01%	760
2025 Q4	$10.5M	Buy	273,561 +19,364	+8%	+$737K	0.01%	682
2025 Q3	$9.7M	Buy	254,197 +4,055	+2%	+$150K	0.01%	671
2025 Q2	$9.05M	Buy	250,142 +6,903	+3%	+$233K	0.02%	673
2025 Q1	$8.07M	Buy	243,239 +18,399	+8%	+$633K	0.02%	656
2024 Q4	$7.6M	Buy	+224,840	New	+$7.79M	0.01%	646

Other funds holding FLRG

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Wealth Enhancement Advisory Services's FLRG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity US Multifactor ETF (FLRG) stake by 4.2% in Q3 2026, buying an estimated $321K and bringing the position to 188,361 shares worth $7.9M. The position accounts for 0.01% of the portfolio, ranked #831.

Wealth Enhancement Advisory Services first reported a position in FLRG in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.5M in Q4 2025. 34 funds tracked by Wall St. Rank hold FLRG as of Q3 2026.

Wealth Enhancement Advisory Services held 188,361 shares of Fidelity US Multifactor ETF worth $7.9M as of Q3 2026.
Wealth Enhancement Advisory Services bought 7,674 Fidelity US Multifactor ETF shares in Q3 2026, an estimated $321K.
Fidelity US Multifactor ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #831 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity US Multifactor ETF in Q4 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Fidelity US Multifactor ETF position peaked at $10.5M in Q4 2025.
34 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.