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Atria Wealth Solutions’s Franklin Senior Loan ETF FLBL Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.12M Sell
46,234
-36,767
-44% -$880K 0.03% 598
2025
Q1 		$2M Buy
83,001
+19,689
+31% +$477K 0.02% 633
2024
Q4 		$1.54M Sell
63,312
-10,426
-14% -$253K 0.02% 743
2024
Q3 		$1.79M Buy
73,738
+12,176
+20% +$296K 0.02% 680
2024
Q2 		$1.5M Buy
61,562
+44,276
+256% +$1.08M 0.02% 731
2024
Q1 		$423K Buy
17,286
+3,395
+24% +$82.5K ﹤0.01% 1343
2023
Q4 		$337K Buy
+13,891
New +$334K ﹤0.01% 1420

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Atria Wealth Solutions's FLBL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Franklin Senior Loan ETF (FLBL) stake by 44% in Q2 2025, selling an estimated $880K and leaving 46,234 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #598.

Atria Wealth Solutions first reported a position in FLBL in Q4 2023 and has held it in 7 quarters since. The position peaked at $2M in Q1 2025. 132 funds tracked by Wall St. Rank hold FLBL as of Q2 2025.

  • Atria Wealth Solutions held 46,234 shares of Franklin Senior Loan ETF worth $1.12M as of Q2 2025.
  • Atria Wealth Solutions sold 36,767 Franklin Senior Loan ETF shares in Q2 2025, an estimated $880K.
  • Franklin Senior Loan ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #598 holding.
  • Atria Wealth Solutions first reported a position in Franklin Senior Loan ETF in Q4 2023 and has held it in 7 quarters since.
  • Atria Wealth Solutions's Franklin Senior Loan ETF position peaked at $2M in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.