Wintrust Investments’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Wintrust Investments’s Portfolio FLQM Stock Details FLQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$225K	Buy	+4,143	New	+$233K	0.2%	84

Other funds holding FLQM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wintrust Investments's FLQM Position: Q4 2024 in Review

Wintrust Investments opened a new position in Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q4 2024: 4,143 shares worth $225K. The stake represents 0.2% of the portfolio and ranks #84 among its holdings.

147 funds tracked by Wall St. Rank hold FLQM as of Q4 2024.

Wintrust Investments held 4,143 shares of Franklin US Mid Cap Multifactor Index ETF worth $225K as of Q4 2024.
Franklin US Mid Cap Multifactor Index ETF was a new Wintrust Investments position in Q4 2024.
Franklin US Mid Cap Multifactor Index ETF made up 0.2% of Wintrust Investments's portfolio in Q4 2024, its #84 holding.
147 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.