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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$132M 2,367,312 +527,519 +29%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$78.2M 1,403,104 +128,971 +10%
Ameriprise
3
Ameriprise
Minnesota
$61.3M 1,101,485 +757,515 +220%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$57.7M 1,035,544 +274,529 +36%
BWL
5
Bogart Wealth LLC
Virginia
$39.6M 711,224 +57,599 +9%
OWM
6
Orgel Wealth Management
Wisconsin
$32.3M 579,310 +579,310 New
RJA
7
Raymond James & Associates
Florida
$20.1M 360,278 +17,528 +5%
PAG
8
Private Advisor Group
New Jersey
$19.5M 349,743 +58,612 +20%
Bank of America
9
Bank of America
North Carolina
$18.1M 324,737 -23,158 -7%
FC
10
Financial Consulate
Maryland
$17.1M 306,436 +20,826 +7%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$15.1M 270,521 +65,918 +32%
Osaic Holdings
12
Osaic Holdings
Arizona
$14.1M 253,066 -1,024 -0.4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$14.1M 252,314 +102,618 +69%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13.7M 246,239 +29,214 +13%
FZCM
15
Flynn Zito Capital Management
New York
$12.2M 218,662 +3,192 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.5M 206,477 -10,201 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11.2M 201,048 +194,178 +2,826%
SIM
18
Stratos Investment Management
Ohio
$10.6M 189,966 +1,504 +0.8%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1M 182,020 +27,774 +18%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$9.36M 168,055 +56,754 +51%
HG
21
Harbor Group
New Hampshire
$8.5M 152,674 +109,489 +254%
Stifel Financial
22
Stifel Financial
Missouri
$7.67M 137,612 +17,973 +15%
FPGK
23
Financial Partners Group (Kansas)
Kansas
$6.93M 124,328 +124,328 New
AAS
24
Avantax Advisory Services
Texas
$6.79M 121,900 +58,801 +93%
Morgan Stanley
25
Morgan Stanley
New York
$6.42M 115,295 +7,956 +7%
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