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Franklin US Mid Cap Multifactor Index ETF
FLQM

Overview Fund Activity

99 hedge funds and large institutions have $485M invested in Franklin US Mid Cap Multifactor Index ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
23
Increased
49
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$67.8M
2
FC
2
Financial Consulate
Maryland
$14.7M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$36.2M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$10.5M
5
Bank of America
5
Bank of America
North Carolina
$20.6M

Top Sellers

1
MI
1
Moneywise Inc
Virginia
$6.88M
2
SIM
2
Stratos Investment Management
Ohio
$9.81M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$2.54M
5
CA
5
Cetera Advisors
Colorado
$8.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$1.05M +$217K +4,062 +26%
MA
52
Mutual Advisors
Nebraska
$923K -$745K -13,941 -45%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$908K +$908K +16,989 New
KWM
54
Kingsview Wealth Management
Oregon
$895K +$25.9K +484 +3%
EFS
55
Essex Financial Services
Connecticut
$814K +$140K +2,612 +21%
HBW
56
Hazlett, Burt & Watson
West Virginia
$802K +$114K +2,123 +16%
DAS
57
Dynamic Advisor Solutions
Arizona
$797K +$10.3K +193 +1%
Mariner
58
Mariner
Kansas
$703K -$148K -2,760 -17%
CPA
59
Clear Point Advisors
New York
$689K +$21.9K +410 +3%
Goldman Sachs
60
Goldman Sachs
New York
$686K +$686K +12,832 New
DADC
61
D.A. Davidson & Co
Montana
$686K +$133K +2,480 +24%
Franklin Resources
62
Franklin Resources
California
$671K +$26K +486 +4%
IAIM
63
International Assets Investment Management
Florida
$668K -$51.9K -975 -7%
IWC
64
Integrated Wealth Concepts
Massachusetts
$547K +$147K +2,742 +37%
Ameriprise
65
Ameriprise
Minnesota
$511K +$511K +9,557 New
RFN
66
Redwood Financial Network
Ohio
$477K +$63.6K +1,190 +15%
AAS
67
Ameritas Advisory Services
Nebraska
$461K +$461K +9,086 New
SEP
68
Southland Equity Partners
Missouri
$439K -$374 -7 -0.1%
PSF
69
Pacific Sun Financial
California
$363K – – –
FBB
70
Fulton Breakefield Broenniman
Maryland
$336K +$336K +6,281 New
HI
71
Harbour Investments
Wisconsin
$332K +$79.1K +1,479 +31%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$319K +$319K +5,972 New
PTC
73
Private Trust Company
Ohio
$310K +$31.2K +583 +11%
WWM
74
Western Wealth Management
Colorado
$299K +$7.16K +134 +2%
SPC
75
Sigma Planning Corp
Michigan
$294K +$294K +5,505 New
1 2
3
4 5