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B. Riley Wealth Advisors’s Franklin US Core Bond ETF FLCB Stock Holding History

B. Riley Wealth Advisors’s Portfolio FLCB Stock Details FLCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$250K Hold
11,844
– – 0.01% 946
2024
Q3 		$260K Buy
+11,844
New +$257K 0.01% 1022

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Advisors's FLCB Position: Q4 2024 in Review

B. Riley Wealth Advisors held its Franklin US Core Bond ETF (FLCB) position steady in Q4 2024 at 11,844 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #946.

B. Riley Wealth Advisors first reported a position in FLCB in Q3 2024 and has held it in 2 quarters since. The position peaked at $260K in Q3 2024. 52 funds tracked by Wall St. Rank hold FLCB as of Q4 2024.

  • B. Riley Wealth Advisors held 11,844 shares of Franklin US Core Bond ETF worth $250K as of Q4 2024.
  • B. Riley Wealth Advisors left its Franklin US Core Bond ETF share count unchanged in Q4 2024.
  • Franklin US Core Bond ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #946 holding.
  • B. Riley Wealth Advisors first reported a position in Franklin US Core Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • B. Riley Wealth Advisors's Franklin US Core Bond ETF position peaked at $260K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.