Advisornet Financial’s Franklin Senior Loan ETF FLBL Stock Holding History

Advisornet Financial’s Portfolio FLBL Stock Details FLBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$173K	Sell	7,512 -3,587	-32%	-$83K	0.01%	655
2025 Q4	$260K	Sell	11,099 -182,774	-94%	-$4.33M	0.01%	536
2025 Q3	$4.66M	Buy	193,873 +55,418	+40%	+$1.34M	0.26%	75
2025 Q2	$3.35M	Buy	138,455 +37,785	+38%	+$905K	0.22%	96
2025 Q1	$2.42M	Buy	+100,670	New	+$2.44M	0.18%	123

Other funds holding FLBL

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Advisornet Financial's FLBL Position: Q1 2026 in Review

Advisornet Financial reduced its Franklin Senior Loan ETF (FLBL) stake by 32% in Q1 2026, selling an estimated $83K and leaving 7,512 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #655.

Advisornet Financial first reported a position in FLBL in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.66M in Q3 2025. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

Advisornet Financial held 7,512 shares of Franklin Senior Loan ETF worth $173K as of Q1 2026.
Advisornet Financial sold 3,587 Franklin Senior Loan ETF shares in Q1 2026, an estimated $83K.
Franklin Senior Loan ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #655 holding.
Advisornet Financial first reported a position in Franklin Senior Loan ETF in Q1 2025 and has held it in 5 quarters since.
Advisornet Financial's Franklin Senior Loan ETF position peaked at $4.66M in Q3 2025.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.