Dakota Wealth Management’s Franklin Senior Loan ETF FLBL Stock Holding History

Dakota Wealth Management’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
2026 Q2	$612K	Buy	+26,718	New	+$614K	0.01%	539

Other funds holding FLBL

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Dakota Wealth Management's FLBL Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Franklin Senior Loan ETF (FLBL) in Q2 2026: 26,718 shares worth $612K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings.

122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Dakota Wealth Management held 26,718 shares of Franklin Senior Loan ETF worth $612K as of Q2 2026.
Franklin Senior Loan ETF was a new Dakota Wealth Management position in Q2 2026.
Franklin Senior Loan ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #539 holding.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.