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Concurrent Investment Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Concurrent Investment 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
Q4 		– Sell
-8,877
Closed -$215K – 1157
2024
Q3 		$215K Sell
8,877
-3,224
-27% -$78.3K 0.01% 917
2024
Q2 		$295K Buy
+12,101
New +$295K 0.01% 742

Other funds holding FLBL

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concurrent Investment Advisors's FLBL Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of Franklin Senior Loan ETF (FLBL) in Q4 2024, closing a stake of 8,877 shares — an estimated $215K sold.

Concurrent Investment Advisors first reported a position in FLBL in Q2 2024 and held it in 2 quarters. The position peaked at $295K in Q2 2024. 126 funds tracked by Wall St. Rank hold FLBL as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining Franklin Senior Loan ETF position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 8,877 Franklin Senior Loan ETF shares in Q4 2024, an estimated $215K.
  • Concurrent Investment Advisors first reported a position in Franklin Senior Loan ETF in Q2 2024 and held it in 2 quarters.
  • Concurrent Investment Advisors's Franklin Senior Loan ETF position peaked at $295K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.