Wealth Enhancement Advisory Services
FLRG icon

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
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 		$9.75M 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

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
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM

Wealth Enhancement Advisory Services's FLRG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity US Multifactor ETF (FLRG) stake by 0.82% in Q2 2026, buying an estimated $58.9K and bringing the position to 180,687 shares worth $7.44M. The position accounts for 0.01% of the portfolio, ranked #800.

Wealth Enhancement Advisory Services first reported a position in FLRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q4 2025. 16 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 180,687 shares of Fidelity US Multifactor ETF worth $7.44M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,473 Fidelity US Multifactor ETF shares in Q2 2026, an estimated $58.9K.
  • Fidelity US Multifactor ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #800 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fidelity US Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Fidelity US Multifactor ETF position peaked at $10.5M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.