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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
2025
Q1 		– Sell
-11,844
Closed -$250K – 1346
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 $462B AUM 39.16% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

B. Riley Wealth Advisors's FLCB Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Franklin US Core Bond ETF (FLCB) in Q1 2025, closing a stake of 11,844 shares — an estimated $250K sold.

B. Riley Wealth Advisors first reported a position in FLCB in Q3 2024 and held it in 2 quarters. The position peaked at $260K in Q3 2024. 56 funds tracked by Wall St. Rank hold FLCB as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Franklin US Core Bond ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,844 Franklin US Core Bond ETF shares in Q1 2025, an estimated $250K.
  • B. Riley Wealth Advisors first reported a position in Franklin US Core Bond ETF in Q3 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Franklin US Core Bond ETF position peaked at $260K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.