Creative Financial Designs’s Franklin Senior Loan ETF FLBL Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-210	Closed	-$5.09K	–	2072
2024 Q4	$5.1K	Hold	210	–	–	﹤0.01%	1421
2024 Q3	$5.1K	Hold	210	–	–	﹤0.01%	1372
2024 Q2	$5.13K	Hold	210	–	–	﹤0.01%	1310
2024 Q1	$5.14K	Hold	210	–	–	﹤0.01%	1303
2023 Q4	$5.1K	Buy	+210	New	+$5.05K	﹤0.01%	1255
2023 Q1	–	Sell	-395	Closed	-$9.1K	–	1417
2022 Q4	$9.1K	Sell	395 -3,902	-91%	-$90.4K	﹤0.01%	920
2022 Q3	$99K	Hold	4,297	–	–	0.02%	439
2022 Q2	$99K	Buy	4,297 +3,099	+259%	+$74.7K	0.02%	442
2022 Q1	$30K	Hold	1,198	–	–	﹤0.01%	676
2021 Q4	$30K	Hold	1,198	–	–	﹤0.01%	673
2021 Q3	$30K	Buy	+1,198	New	+$29.9K	0.01%	751

Other funds holding FLBL

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

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Financial Designs's FLBL Position: Q1 2025 in Review

Creative Financial Designs sold out of Franklin Senior Loan ETF (FLBL) in Q1 2025, closing a stake of 210 shares — an estimated $5.09K sold.

Creative Financial Designs first reported a position in FLBL in Q3 2021 and held it in 11 quarters. The position peaked at $99K in Q3 2022. 127 funds tracked by Wall St. Rank hold FLBL as of Q1 2025.

Creative Financial Designs reported no remaining Franklin Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 210 Franklin Senior Loan ETF shares in Q1 2025, an estimated $5.09K.
Creative Financial Designs first reported a position in Franklin Senior Loan ETF in Q3 2021 and held it in 11 quarters.
Creative Financial Designs's Franklin Senior Loan ETF position peaked at $99K in Q3 2022.
127 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.