FIA
FLBL icon

Foundations Investment Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Foundations Investment 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
2025
Q4 		– Sell
-222,857
Closed -$5.35M – 1138
2025
Q3 		$5.35M Buy
222,857
+12,501
+6% +$302K 0.08% 198
2025
Q2 		$5.1M Sell
210,356
-29,442
-12% -$705K 0.08% 195
2025
Q1 		$5.77M Buy
239,798
+6,053
+3% +$147K 0.11% 183
2024
Q4 		$5.67M Buy
233,745
+48,282
+26% +$1.17M 0.11% 170
2024
Q3 		$4.5M Buy
185,463
+23,415
+14% +$569K 0.09% 184
2024
Q2 		$3.96M Buy
+162,048
New +$3.95M 0.1% 168

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Foundations Investment Advisors's FLBL Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Franklin Senior Loan ETF (FLBL) in Q4 2025, closing a stake of 222,857 shares — an estimated $5.35M sold.

Foundations Investment Advisors first reported a position in FLBL in Q2 2024 and held it in 6 quarters. The position peaked at $5.77M in Q1 2025. 131 funds tracked by Wall St. Rank hold FLBL as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Franklin Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 222,857 Franklin Senior Loan ETF shares in Q4 2025, an estimated $5.35M.
  • Foundations Investment Advisors first reported a position in Franklin Senior Loan ETF in Q2 2024 and held it in 6 quarters.
  • Foundations Investment Advisors's Franklin Senior Loan ETF position peaked at $5.77M in Q1 2025.
  • 131 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.