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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 $408B AUM 30.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return