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Cetera Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Cetera Advisors’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 		$656K Buy
26,797
+10,426
+64% +$253K 0.01% 1422
2023
Q4 		$398K Buy
16,371
+3,172
+24% +$76.2K 0.01% 1265
2023
Q3 		$317K Sell
13,199
-4,181
-24% -$101K 0.01% 1291
2023
Q2 		$419K Buy
+17,380
New +$410K 0.01% 1149
2022
Q4 		– Sell
-11,887
Closed -$274K – 1635
2022
Q3 		$274K Buy
11,887
+624
+6% +$14.7K 0.01% 1011
2022
Q2 		$261K Buy
+11,263
New +$272K 0.01% 1099

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 $349M AUM 20.19% 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 Advisors's FLBL Position: Q1 2024 in Review

Cetera Advisors increased its Franklin Senior Loan ETF (FLBL) stake by 64% in Q1 2024, buying an estimated $253K and bringing the position to 26,797 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #1422.

Cetera Advisors first reported a position in FLBL in Q2 2022 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold FLBL as of Q1 2024.

  • Cetera Advisors held 26,797 shares of Franklin Senior Loan ETF worth $656K as of Q1 2024.
  • Cetera Advisors bought 10,426 Franklin Senior Loan ETF shares in Q1 2024, an estimated $253K.
  • Franklin Senior Loan ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1422 holding.
  • Cetera Advisors first reported a position in Franklin Senior Loan ETF in Q2 2022 and has held it in 6 quarters since.
  • 77 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2024.

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