Western Wealth Management’s Fidelity US Multifactor ETF FLRG Stock Holding History

Western Wealth Management’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	$3.16M	Buy	77,080 +5,043	+7%	+$202K	0.1%	206
2026 Q1	$2.65M	Buy	+72,037	New	+$2.74M	0.1%	223
2025 Q1	–	Sell	-57,579	Closed	-$1.95M	–	702
2024 Q4	$1.95M	Buy	57,579 +2,662	+5%	+$92.2K	0.1%	197
2024 Q3	$1.86M	Buy	+54,917	New	+$1.78M	0.11%	200

Other funds holding FLRG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Western Wealth Management's FLRG Position: Q2 2026 in Review

Western Wealth Management increased its Fidelity US Multifactor ETF (FLRG) stake by 7% in Q2 2026, buying an estimated $202K and bringing the position to 77,080 shares worth $3.16M. The position accounts for 0.1% of the portfolio, ranked #206.

Western Wealth Management first reported a position in FLRG in Q3 2024 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

Western Wealth Management held 77,080 shares of Fidelity US Multifactor ETF worth $3.16M as of Q2 2026.
Western Wealth Management bought 5,043 Fidelity US Multifactor ETF shares in Q2 2026, an estimated $202K.
Fidelity US Multifactor ETF made up 0.1% of Western Wealth Management's portfolio in Q2 2026, its #206 holding.
Western Wealth Management first reported a position in Fidelity US Multifactor ETF in Q3 2024 and has held it in 4 quarters since.
47 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.