WWM
FLRG icon

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
Q1 		$2.65M Buy
+72,037
New +$2.74M 0.1% 223
2024
Q4 		– Sell
-54,917
Closed -$1.86M – 690
2024
Q3 		$1.86M Buy
+54,917
New +$1.78M 0.11% 200

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Western Wealth Management's FLRG Position: Q1 2026 in Review

Western Wealth Management opened a new position in Fidelity US Multifactor ETF (FLRG) in Q1 2026: 72,037 shares worth $2.65M. The stake represents 0.1% of the portfolio and ranks #223 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in FLRG as recently as Q3 2024.

Western Wealth Management first reported a position in FLRG in Q3 2024 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • Western Wealth Management held 72,037 shares of Fidelity US Multifactor ETF worth $2.65M as of Q1 2026.
  • Fidelity US Multifactor ETF was a new Western Wealth Management position in Q1 2026.
  • Fidelity US Multifactor ETF made up 0.1% of Western Wealth Management's portfolio in Q1 2026, its #223 holding.
  • Western Wealth Management first reported a position in Fidelity US Multifactor ETF in Q3 2024 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.