Flagship Harbor Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Flagship Harbor 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
2026 Q1	–	Sell	-1,404	Closed	-$32.9K	–	1217
2025 Q4	$32.9K	Buy	+1,404	New	+$33.3K	﹤0.01%	1180

Other funds holding FLBL

HFS

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

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

Flagship Harbor Advisors's FLBL Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Franklin Senior Loan ETF (FLBL) in Q1 2026, closing a stake of 1,404 shares — an estimated $32.9K sold.

Flagship Harbor Advisors first reported a position in FLBL in Q4 2025 and held it in 1 quarter. The position peaked at $32.9K in Q4 2025. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

Flagship Harbor Advisors reported no remaining Franklin Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 1,404 Franklin Senior Loan ETF shares in Q1 2026, an estimated $32.9K.
Flagship Harbor Advisors first reported a position in Franklin Senior Loan ETF in Q4 2025 and held it in 1 quarter.
Flagship Harbor Advisors's Franklin Senior Loan ETF position peaked at $32.9K in Q4 2025.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.