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Franklin U.S. Mid Cap Multifactor Index ETF (FLQM) Institutional Ownership

Franklin U.S. Mid Cap Multifactor Index ETF logo
$56.72 +1.65 (+3.00%)
As of 01/21/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Franklin U.S. Mid Cap Multifactor Index ETF (BATS:FLQM)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$356.76M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$11.94M
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FLQM Institutional Buying and Selling by Quarter

Franklin U.S. Mid Cap Multifactor Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.77,752$4.22M0.1%-25.2%0.645%
1/21/2025Dynamic Advisor Solutions LLC17,203$934K0.0%+11.6%0.143%
1/21/2025Cornerstone Wealth Management LLC6,125$333K0.0%N/A0.051%
1/17/2025 Mutual Advisors LLC10,566$592K0.0%+19.7%0.088%
1/17/2025 Janney Montgomery Scott LLC118,064$6.41M0.0%+155.0%0.980%
1/17/2025 Beaumont Financial Advisors LLC15,953$866K0.1%-7.7%0.132%
1/17/2025 Fort Washington Investment Advisors Inc. OH11,800$641K0.0%N/A0.098%
1/15/2025 Orgel Wealth Management LLC1,537,350$83.49M2.2%+165.4%12.758%
1/15/2025 Ameritas Advisory Services LLC9,086$493K0.0%N/A0.075%
1/15/2025 Arkadios Wealth Advisors6,403$348K0.0%-13.2%0.053%
1/15/2025 KMG Fiduciary Partners LLC62,106$3.37M0.3%+8.6%0.515%
1/15/2025 Empirical Asset Management LLC28,793$1.56M0.0%-5.5%0.239%
1/15/2025 Certified Advisory Corp68,099$3.70M0.4%+6.3%0.565%
1/15/2025 Harbor Group Inc.255,148$13.86M3.1%+67.1%2.117%
1/14/2025 Redhawk Wealth Advisors Inc.158,354$8.60M1.2%+46.9%1.314%
1/14/2025 Park Avenue Securities LLC8,387$455K0.0%N/A0.070%
1/13/2025 Thomasville National Bank92,416$5.02M0.4%+0.9%0.767%
1/10/2025 HBW Advisory Services LLC20,591$1.12M0.2%+3.5%0.171%
11/27/2024Franklin Resources Inc.14,084$790K0.0%+8.2%0.117%
11/25/2024Sanctuary Advisors LLC3,448$200K0.0%N/A0.029%
11/15/2024MML Investors Services LLC17,987$1.00M0.0%N/A0.149%
11/15/2024Orion Portfolio Solutions LLC12,491$696K0.0%+15.8%0.104%
11/15/2024Jane Street Group LLC38,335$2.14M0.0%+260.7%0.318%
11/15/2024Stifel Financial Corp137,612$7.67M0.0%+15.0%1.142%
11/15/2024Integrated Wealth Concepts LLC9,075$505K0.0%-15.0%0.075%
11/14/2024Providence Capital Advisors LLC1,123$63K0.0%N/A0.009%
11/13/2024FMR LLC1,048$58K0.0%-19.5%0.009%
11/13/2024Bank of Montreal Can105,404$5.86M0.0%N/A0.875%
11/12/2024Family Capital Management Inc.80,398$4.48M2.9%+2.6%0.667%
11/12/2024Kingsview Wealth Management LLC23,153$1.29M0.0%+26.8%0.192%
11/12/2024 Certified Advisory Corp64,036$3.57M0.4%N/A0.531%
11/9/2024LPL Financial LLC2,367,312$131.86M0.1%+28.7%19.646%
11/7/2024Thrivent Financial for Lutherans43,572$2.43M0.0%+57.5%0.362%
11/6/2024KPP Advisory Services LLC75,366$4.20M1.0%+69.8%0.625%
11/6/2024Oppenheimer & Co. Inc.10,238$570K0.0%+8.5%0.085%
11/6/2024Pinnacle Financial Partners Inc4,815$268K0.0%N/A0.040%
11/5/2024Harbour Investments Inc.16,876$940K0.0%+41.4%0.140%
11/4/2024Axxcess Wealth Management LLC15,001$836K0.0%N/A0.124%
11/4/2024Sigma Planning Corp7,800$434K0.0%+34.6%0.065%
11/1/2024Atria Investments Inc37,094$2.07M0.0%+63.4%0.308%
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11/1/2024Leavell Investment Management Inc.31,250$1.74M0.1%+9.5%0.259%
11/1/2024Aspire Wealth Management Corp1,320$74K0.0%+59.4%0.011%
10/31/2024Advisor Resource Council5,680$316K0.1%N/A0.047%
10/30/2024Financial Partners Group Inc124,328$6.93M1.0%N/A1.032%
10/30/2024Hazlett Burt & Watson Inc.20,390$1.14M0.5%+20.8%0.169%
10/30/2024World Equity Group Inc.22,850$1.27M0.5%-1.0%0.190%
10/29/2024 Janney Montgomery Scott LLC46,307$2.58M0.0%+14.7%0.384%
10/29/2024Farther Finance Advisors LLC3,513$196K0.0%N/A0.029%
10/28/2024Focus Financial Network Inc.7,204$401K0.0%N/A0.060%
10/24/2024 Arkadios Wealth Advisors7,379$411K0.0%+21.9%0.061%
10/23/2024Osborne Partners Capital Management LLC4,625$258K0.0%N/A0.038%
10/23/2024Bogart Wealth LLC711,224$39.62M1.9%+8.8%5.902%
10/22/2024Private Advisor Group LLC349,743$19.48M0.1%+20.1%2.902%
10/22/2024Leo Wealth LLC85,351$4.75M0.4%+52.2%0.708%
10/22/2024Signaturefd LLC1,620$90K0.0%N/A0.013%
10/21/2024Moneywise Inc.59,128$3.29M1.6%-38.5%0.491%
10/21/2024Financial Consulate Inc.306,436$17.07M4.5%+7.3%2.543%
10/18/2024Raymond James & Associates360,278$20.07M0.0%+5.1%2.990%
10/18/2024 KMG Fiduciary Partners LLC57,214$3.19M0.3%+369.4%0.475%
10/18/2024Stratos Investment Management LLC189,966$10.58M0.7%+0.8%1.576%
10/17/2024 Orgel Wealth Management LLC579,310$32.27M0.8%N/A4.808%
10/17/2024Onyx Bridge Wealth Group LLC3,744$209K0.0%N/A0.031%
10/11/2024 Empirical Asset Management LLC30,467$1.70M0.2%+20.1%0.253%
10/11/2024 Redhawk Wealth Advisors Inc.107,806$6.01M0.9%+2.8%0.895%
10/9/2024 Beaumont Financial Advisors LLC17,291$963K0.1%N/A0.143%
10/9/2024 Harbor Group Inc.152,674$8.50M2.0%+253.5%1.267%
10/8/2024CWM LLC1,035,544$57.68M0.2%+36.1%8.594%
10/8/2024Dynamic Advisor Solutions LLC15,414$859K0.0%+7.5%0.128%
10/4/2024 HBW Advisory Services LLC19,893$1.11M0.2%+2.0%0.165%
8/27/2024KPP Advisory Services LLC44,383$2.28M0.6%-49.1%0.368%
8/22/2024Cetera Investment Advisers204,603$10.49M0.0%+3.7%1.698%
8/16/2024Northwestern Mutual Wealth Management Co.111,301$5.71M0.0%+85.0%0.924%
8/15/2024AQR Capital Management LLC8,180$420K0.0%+49.7%0.068%
8/14/2024Clear Point Advisors Inc.14,030$720K0.6%+8.9%0.116%
8/13/2024Thrivent Financial for Lutherans27,663$1.42M0.0%+363.2%0.230%
8/12/2024ProVise Management Group LLC5,509$283K0.0%N/A0.046%
8/8/2024Hazlett Burt & Watson Inc.16,884$866K0.4%+12.6%0.140%
8/8/2024LPL Financial LLC1,839,793$94.36M0.0%+6.2%15.268%
8/7/2024Redwood Financial Network Corp9,714$498K0.4%+9.0%0.081%
8/6/2024Adapt Wealth Advisors LLC43,455$2.23M1.4%N/A0.361%
8/6/2024Flynn Zito Capital Management LLC215,470$11.05M5.7%+26.7%1.788%
8/5/2024Private Advisor Group LLC291,131$14.93M0.1%+11.1%2.416%
7/31/2024Essex Financial Services Inc.15,555$798K0.0%+2.1%0.129%
7/31/2024Strategic Equity Management6,212$319K0.2%+14.8%0.052%
7/31/2024Sage Mountain Advisors LLC677$35K0.0%+107.0%0.006%
7/31/2024Commonwealth Equity Services LLC216,678$11.11M0.0%+119.2%1.798%
7/31/2024Solano Wealth Management Inc.45,966$2.36M1.3%+14.0%0.381%
7/30/2024Integrity Financial Corp WA24,779$1.27M0.8%+3.4%0.206%
7/30/2024 International Assets Investment Management LLC7,369$378K0.0%-41.4%0.061%
7/29/2024 Arkadios Wealth Advisors6,055$311K0.0%+16.2%0.050%
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7/26/2024Harbour Investments Inc.11,935$612K0.0%+92.4%0.099%
7/26/2024Cambridge Investment Research Advisors Inc.149,696$7.68M0.0%-2.5%1.242%
7/25/2024First Heartland Consultants Inc.4,282$220K0.0%N/A0.036%
7/23/2024Geneos Wealth Management Inc.99,371$5.10M0.2%+11.5%0.825%
7/20/2024Raymond James Financial Services Advisors Inc.1,274,133$65.35M0.1%+0.5%10.574%
7/19/2024Raymond James & Associates342,750$17.58M0.0%+119.1%2.844%
7/19/2024World Equity Group Inc.23,076$1.18M0.4%-1.1%0.192%
7/17/2024 Redhawk Wealth Advisors Inc.104,849$5.38M0.8%+35.1%0.870%
7/15/2024Dynamic Advisor Solutions LLC14,345$736K0.0%-3.7%0.119%
7/15/2024 Aspire Private Capital LLC1,506$77K0.0%-20.8%0.012%
(Data available from 1/1/2016 forward)

FLQM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLQM shares?

During the previous two years, 107 institutional investors and hedge funds held shares of Franklin U.S. Mid Cap Multifactor Index ETF. The most heavily invested institutionals were LPL Financial LLC ($131.86M), Orgel Wealth Management LLC ($83.49M), Raymond James Financial Services Advisors Inc. ($65.35M), CWM LLC ($57.68M), Bogart Wealth LLC ($39.62M), Raymond James & Associates ($20.07M), and Private Advisor Group LLC ($19.48M).Learn more on FLQM's institutional investors.

Which institutional investors have been buying Franklin U.S. Mid Cap Multifactor Index ETF stock?

Of the 102 institutional investors that purchased Franklin U.S. Mid Cap Multifactor Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.72M), Orgel Wealth Management LLC ($1.54M), Raymond James Financial Services Advisors Inc. ($1.29M), CWM LLC ($770.70K), International Assets Investment Management LLC ($690.31K), Private Advisor Group LLC ($387.71K), and Raymond James & Associates ($343.63K).

How much institutional buying is happening at Franklin U.S. Mid Cap Multifactor Index ETF?

Institutional investors have bought a total of 11,357,403 shares in the last 24 months. This purchase volume represents approximately $558.83M in transactions.

Which Franklin U.S. Mid Cap Multifactor Index ETF major shareholders have been selling company stock?

Of the 31 institutional investors that sold Franklin U.S. Mid Cap Multifactor Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: IFP Advisors Inc ($92.12K), KPP Advisory Services LLC ($42.88K), Stratos Wealth Partners LTD. ($39.75K), Private Advisor Group LLC ($37.97K), Moneywise Inc. ($37.03K), Cetera Advisors LLC ($33.49K), and Mutual Advisors LLC ($27.18K).

How much institutional selling is happening at Franklin U.S. Mid Cap Multifactor Index ETF?

Institutional investors have sold a total of 433,992 shares in the last 24 months. This volume of shares sold represents approximately $20.85M in transactions.



This page (BATS:FLQM) was last updated on 1/22/2025 by MarketBeat.com Staff
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