Fortitude Family Office’s Franklin Senior Loan ETF FLBL Stock Holding History

Fortitude Family Office’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	$2.77M	Sell	120,619 -8,864	-7%	-$205K	0.62%	33
2025 Q4	$3.03M	Buy	129,483 +118,521	+1,081%	+$2.81M	0.71%	36
2025 Q3	$263K	Buy	+10,962	New	+$265K	0.07%	121
2024 Q4	–	Sell	-303	Closed	-$7.35K	–	1324
2024 Q3	$7.35K	Sell	303 -1,209	-80%	-$29.4K	﹤0.01%	649
2024 Q2	$36.9K	Sell	1,512 -50	-3%	-$1.22K	0.02%	212
2024 Q1	$38.3K	Buy	+1,562	New	+$38K	0.03%	186

Other funds holding FLBL

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Fortitude Family Office's FLBL Position: Q1 2026 in Review

Fortitude Family Office reduced its Franklin Senior Loan ETF (FLBL) stake by 6.8% in Q1 2026, selling an estimated $205K and leaving 120,619 shares worth $2.77M. The position accounts for 0.62% of the portfolio, ranked #33.

Fortitude Family Office first reported a position in FLBL in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.03M in Q4 2025. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

Fortitude Family Office held 120,619 shares of Franklin Senior Loan ETF worth $2.77M as of Q1 2026.
Fortitude Family Office sold 8,864 Franklin Senior Loan ETF shares in Q1 2026, an estimated $205K.
Franklin Senior Loan ETF made up 0.62% of Fortitude Family Office's portfolio in Q1 2026, its #33 holding.
Fortitude Family Office first reported a position in Franklin Senior Loan ETF in Q1 2024 and has held it in 6 quarters since.
Fortitude Family Office's Franklin Senior Loan ETF position peaked at $3.03M in Q4 2025.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.