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 Q2	$1.69M	Sell	73,556 -47,063	-39%	-$1.08M	0.33%	51
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

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

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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Fortitude Family Office's FLBL Position: Q2 2026 in Review

Fortitude Family Office reduced its Franklin Senior Loan ETF (FLBL) stake by 39% in Q2 2026, selling an estimated $1.08M and leaving 73,556 shares worth $1.69M. The position accounts for 0.33% of the portfolio, ranked #51.

Fortitude Family Office first reported a position in FLBL in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.03M in Q4 2025. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Fortitude Family Office held 73,556 shares of Franklin Senior Loan ETF worth $1.69M as of Q2 2026.
Fortitude Family Office sold 47,063 Franklin Senior Loan ETF shares in Q2 2026, an estimated $1.08M.
Franklin Senior Loan ETF made up 0.33% of Fortitude Family Office's portfolio in Q2 2026, its #51 holding.
Fortitude Family Office first reported a position in Franklin Senior Loan ETF in Q1 2024 and has held it in 7 quarters since.
Fortitude Family Office's Franklin Senior Loan ETF position peaked at $3.03M in Q4 2025.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.