AAG
FLBL icon

Armstrong Advisory Group’s Franklin Senior Loan ETF FLBL Stock Holding History

Armstrong Advisory Group’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
2023
Q4 		– Sell
-521
Closed -$12.5K – 795
2023
Q3 		$12.5K Buy
+521
New +$12.5K ﹤0.01% 565

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

Armstrong Advisory Group's FLBL Position: Q4 2023 in Review

Armstrong Advisory Group sold out of Franklin Senior Loan ETF (FLBL) in Q4 2023, closing a stake of 521 shares — an estimated $12.5K sold.

Armstrong Advisory Group first reported a position in FLBL in Q3 2023 and held it in 1 quarter. The position peaked at $12.5K in Q3 2023. 64 funds tracked by Wall St. Rank hold FLBL as of Q4 2023.

  • Armstrong Advisory Group reported no remaining Franklin Senior Loan ETF position as of Q4 2023 after selling out during the quarter.
  • Armstrong Advisory Group sold 521 Franklin Senior Loan ETF shares in Q4 2023, an estimated $12.5K.
  • Armstrong Advisory Group first reported a position in Franklin Senior Loan ETF in Q3 2023 and held it in 1 quarter.
  • Armstrong Advisory Group's Franklin Senior Loan ETF position peaked at $12.5K in Q3 2023.
  • 64 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2023.

Based on Armstrong Advisory Group's 13F filing for Q4 2023, filed 17 Jan 2024.