DAS
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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

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NYLIM
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HFS
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LPL Financial
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Ameriprise
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PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return