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Cetera Advisor Networks’s Franklin Senior Loan ETF FLBL Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$448K Sell
18,302
-1,119
-6% -$27.2K ﹤0.01% 2008
2023
Q4 		$472K Buy
+19,421
New +$467K ﹤0.01% 1922
2023
Q3 		– Sell
-18,962
Closed -$457K – 2741
2023
Q2 		$457K Buy
+18,962
New +$447K ﹤0.01% 1774

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Cetera Advisor Networks's FLBL Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Franklin Senior Loan ETF (FLBL) stake by 5.8% in Q1 2024, selling an estimated $27.2K and leaving 18,302 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Cetera Advisor Networks first reported a position in FLBL in Q2 2023 and has held it in 3 quarters since. The position peaked at $472K in Q4 2023. 77 funds tracked by Wall St. Rank hold FLBL as of Q1 2024.

  • Cetera Advisor Networks held 18,302 shares of Franklin Senior Loan ETF worth $448K as of Q1 2024.
  • Cetera Advisor Networks sold 1,119 Franklin Senior Loan ETF shares in Q1 2024, an estimated $27.2K.
  • Franklin Senior Loan ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2008 holding.
  • Cetera Advisor Networks first reported a position in Franklin Senior Loan ETF in Q2 2023 and has held it in 3 quarters since.
  • Cetera Advisor Networks's Franklin Senior Loan ETF position peaked at $472K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.