FFA
FLOT icon

Founders Financial Alliance’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Founders Financial Alliance’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-993
Closed -$50.6K – 798
2026
Q1 		$50.6K Buy
993
+1
+0.1% +$51 0.01% 513
2025
Q4 		$50.5K Buy
992
+1
+0.1% +$51 0.01% 432
2025
Q3 		$50.6K Buy
991
+2
+0.2% +$102 0.01% 497
2025
Q2 		$50.5K Sell
989
-81
-8% -$4.12K 0.01% 388
2025
Q1 		$54.6K Sell
1,070
-134
-11% -$6.83K 0.01% 435
2024
Q4 		$61.2K Buy
1,204
+2
+0.2% +$102 0.02% 367
2024
Q3 		$61.3K Buy
1,202
+2
+0.2% +$102 0.02% 373
2024
Q2 		$61.3K Sell
1,200
-84
-7% -$4.28K 0.02% 360
2024
Q1 		$65.5K Buy
+1,284
New +$65.3K 0.02% 357
2023
Q3 		– Sell
-50
Closed -$2.54K – 488
2023
Q2 		$2.54K Sell
50
-572
-92% -$28.9K ﹤0.01% 491
2023
Q1 		$31.3K Hold
622
– – 0.02% 340
2022
Q4 		$31.3K Hold
622
– – 0.01% 367
2022
Q3 		$31K Sell
622
-736
-54% -$37K 0.02% 358
2022
Q2 		$68K Hold
1,358
– – 0.03% 298
2022
Q1 		$69K Hold
1,358
– – 0.03% 292
2021
Q4 		$69K Sell
1,358
-20
-1% -$1.01K 0.03% 332
2021
Q3 		$70K Hold
1,378
– – 0.03% 304
2021
Q2 		$70K Hold
1,378
– – 0.03% 319
2021
Q1 		$70K Buy
1,378
+118
+9% +$6K 0.03% 304
2020
Q4 		$64K Buy
1,260
+85
+7% +$4.31K 0.04% 277
2020
Q3 		$60K Buy
+1,175
New +$59.5K 0.04% 341

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Founders Financial Alliance's FLOT Position: Q2 2026 in Review

Founders Financial Alliance sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2026, closing a stake of 993 shares — an estimated $50.6K sold.

Founders Financial Alliance first reported a position in FLOT in Q3 2020 and held it in 21 quarters. The position peaked at $70K in Q3 2021. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • Founders Financial Alliance reported no remaining iShares Floating Rate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Alliance sold 993 iShares Floating Rate Bond ETF shares in Q2 2026, an estimated $50.6K.
  • Founders Financial Alliance first reported a position in iShares Floating Rate Bond ETF in Q3 2020 and held it in 21 quarters.
  • Founders Financial Alliance's iShares Floating Rate Bond ETF position peaked at $70K in Q3 2021.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.