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

Clearstead 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
2025
Q3 		– Sell
-1,078
Closed -$26.1K – 3147
2025
Q2 		$26.1K Buy
1,078
+173
+19% +$4.14K ﹤0.01% 1514
2025
Q1 		$21.8K Hold
905
– – ﹤0.01% 1404
2024
Q4 		$22K Buy
+905
New +$22K ﹤0.01% 1354

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clearstead Advisors's FLBL Position: Q3 2025 in Review

Clearstead Advisors sold out of Franklin Senior Loan ETF (FLBL) in Q3 2025, closing a stake of 1,078 shares — an estimated $26.1K sold.

Clearstead Advisors first reported a position in FLBL in Q4 2024 and held it in 3 quarters. The position peaked at $26.1K in Q2 2025. 130 funds tracked by Wall St. Rank hold FLBL as of Q3 2025.

  • Clearstead Advisors reported no remaining Franklin Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1,078 Franklin Senior Loan ETF shares in Q3 2025, an estimated $26.1K.
  • Clearstead Advisors first reported a position in Franklin Senior Loan ETF in Q4 2024 and held it in 3 quarters.
  • Clearstead Advisors's Franklin Senior Loan ETF position peaked at $26.1K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.