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Dynamic Advisor Solutions’s Franklin Senior Loan ETF FLBL Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-9,244
Closed -$222K – 963
2025
Q3 		$222K Sell
9,244
-1,496
-14% -$36.2K 0.01% 869
2025
Q2 		$260K Sell
10,740
-1,158
-10% -$27.7K 0.01% 787
2025
Q1 		$286K Buy
11,898
+253
+2% +$6.13K 0.01% 722
2024
Q4 		$283K Buy
11,645
+352
+3% +$8.55K 0.01% 550
2024
Q3 		$274K Sell
11,293
-642
-5% -$15.6K 0.01% 784
2024
Q2 		$291K Sell
11,935
-100
-0.8% -$2.44K 0.01% 772
2024
Q1 		$295K Sell
12,035
-7
-0.1% -$170 0.01% 766
2023
Q4 		$292K Buy
+12,042
New +$289K 0.01% 724

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dynamic Advisor Solutions's FLBL Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Franklin Senior Loan ETF (FLBL) in Q4 2025, closing a stake of 9,244 shares — an estimated $222K sold.

Dynamic Advisor Solutions first reported a position in FLBL in Q4 2023 and held it in 8 quarters. The position peaked at $295K in Q1 2024. 131 funds tracked by Wall St. Rank hold FLBL as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Franklin Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 9,244 Franklin Senior Loan ETF shares in Q4 2025, an estimated $222K.
  • Dynamic Advisor Solutions first reported a position in Franklin Senior Loan ETF in Q4 2023 and held it in 8 quarters.
  • Dynamic Advisor Solutions's Franklin Senior Loan ETF position peaked at $295K in Q1 2024.
  • 131 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.