Ameritas Advisory Services’s Franklin Senior Loan ETF FLBL Stock Holding History

Ameritas Advisory Services’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	–	Sell	-8,624	Closed	-$202K	–	1106
2025 Q4	$202K	Sell	8,624 -3,926	-31%	-$93.1K	0.01%	908
2025 Q3	$301K	Buy	12,550 +6,600	+111%	+$160K	0.02%	516
2025 Q2	$144K	Sell	5,950 -7,200	-55%	-$172K	0.01%	843
2025 Q1	$319K	Hold	13,150	–	–	0.01%	688
2024 Q4	$319K	Hold	13,150	–	–	0.01%	708
2024 Q3	$319K	Sell	13,150 -700	-5%	-$17K	0.01%	663
2024 Q2	$338K	Buy	+13,850	New	+$338K	0.01%	697

Other funds holding FLBL

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Ameritas Advisory Services's FLBL Position: Q1 2026 in Review

Ameritas Advisory Services sold out of Franklin Senior Loan ETF (FLBL) in Q1 2026, closing a stake of 8,624 shares — an estimated $202K sold.

Ameritas Advisory Services first reported a position in FLBL in Q2 2024 and held it in 7 quarters. The position peaked at $338K in Q2 2024. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

Ameritas Advisory Services reported no remaining Franklin Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Ameritas Advisory Services sold 8,624 Franklin Senior Loan ETF shares in Q1 2026, an estimated $202K.
Ameritas Advisory Services first reported a position in Franklin Senior Loan ETF in Q2 2024 and held it in 7 quarters.
Ameritas Advisory Services's Franklin Senior Loan ETF position peaked at $338K in Q2 2024.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.