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Franklin US Mid Cap Multifactor Index ETF
FLQM

Overview Fund Activity

128 hedge funds and large institutions have $784M invested in Franklin US Mid Cap Multifactor Index ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+22
Holders Change %
+20.75%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
66
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$61.3M
2
OWM
2
Orgel Wealth Management
Wisconsin
$32.3M
3
LPL Financial
3
LPL Financial
California
$132M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$57.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.2M

Top Sellers

1
MA
1
Mutual Advisors
Nebraska
$484K
2
MI
2
Moneywise Inc
Virginia
$3.29M
3
Bank of America
3
Bank of America
North Carolina
$18.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.5M
5
AAS
5
Ameritas Advisory Services
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
26
Redhawk Wealth Advisors
Minnesota
$6M +$165K +2,957 +3%
SCA
27
Snowden Capital Advisors
New York
$5.99M +$69.1K +1,241 +1%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$5.86M +$5.86M +105,404 New
GWM
29
Geneos Wealth Management
Colorado
$5.79M +$252K +4,517 +5%
BCM
30
Beaumont Capital Management
Massachusetts
$5.67M +$5.67M +101,757 New
KPWS
31
Kestra Private Wealth Services
Texas
$5.61M +$871K +15,642 +18%
IA
32
IFP Advisors
Florida
$5.57M +$1.44M +25,889 +35%
AWA
33
Adapt Wealth Advisors
Georgia
$5.13M +$2.71M +48,573 +112%
TNB
34
Thomasville National Bank
Georgia
$5.1M -$5.29K -95 -0.1%
KAS
35
Kestra Advisory Services
Texas
$5.04M +$2.18M +39,140 +76%
LWL
36
Leo Wealth LLC
Texas
$4.75M +$1.63M +29,284 +52%
FCM
37
Family Capital Management
Michigan
$4.48M +$112K +2,005 +3%
KAS
38
KPP Advisory Services
Kentucky
$4.2M +$1.73M +30,983 +70%
BW
39
Bison Wealth
Georgia
$3.74M +$318K +5,716 +9%
CAC
40
Certified Advisory Corp
Florida
$3.57M +$3.57M +64,036 New
EH
41
Equitable Holdings
New York
$3.52M +$557K +10,001 +19%
GM
42
GeoWealth Management
Illinois
$3.33M +$672K +12,069 +25%
MI
43
Moneywise Inc
Virginia
$3.29M -$2.06M -37,033 -39%
KFP
44
KMG Fiduciary Partners
Ohio
$3.19M +$2.51M +45,026 +369%
BFG
45
Berger Financial Group
Minnesota
$2.61M -$66K -1,185 -2%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.58M +$330K +5,926 +15%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$2.43M +$886K +15,909 +58%
LWMI
48
Landmark Wealth Management (Illinois)
Illinois
$2.31M -$390K -7,007 -14%
SWP
49
Stratos Wealth Partners
Ohio
$2.17M -$11.6K -208 -0.5%
Jane Street
50
Jane Street
New York
$2.14M +$1.54M +27,707 +261%
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