Focus Financial Network’s Franklin Senior Loan ETF FLBL Stock Holding History

Focus Financial Network’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	$968K	Buy	42,219 +1,682	+4%	+$38.7K	0.03%	346
2026 Q1	$932K	Buy	40,537 +5,372	+15%	+$124K	0.03%	321
2025 Q4	$824K	Buy	35,165 +2,371	+7%	+$56.2K	0.03%	345
2025 Q3	$788K	Buy	32,794 +3,694	+13%	+$89.3K	0.03%	349
2025 Q2	$705K	Buy	29,100 +3,216	+12%	+$77K	0.03%	361
2025 Q1	$623K	Buy	25,884 +4,023	+18%	+$97.5K	0.03%	372
2024 Q4	$530K	Buy	21,861 +13,484	+161%	+$328K	0.02%	403
2024 Q3	$203K	Buy	+8,377	New	+$204K	0.01%	650

Other funds holding FLBL

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

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return