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Freedom Investment Management’s Franklin Senior Loan ETF FLBL Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-19,755
Closed -$475K – 752
2025
Q1 		$475K Buy
19,755
+886
+5% +$21.5K 0.04% 440
2024
Q4 		$458K Sell
18,869
-19,369
-51% -$471K 0.04% 454
2024
Q3 		$928K Sell
38,238
-1,454
-4% -$35.3K 0.07% 272
2024
Q2 		$969K Buy
39,692
+22,023
+125% +$537K 0.08% 242
2024
Q1 		$433K Sell
17,669
-7,858
-31% -$191K 0.03% 483
2023
Q4 		$620K Buy
+25,527
New +$613K 0.05% 378
2023
Q3 		– Sell
-31,696
Closed -$764K – 707
2023
Q2 		$764K Buy
+31,696
New +$747K 0.09% 299

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
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Freedom Investment Management's FLBL Position: Q2 2025 in Review

Freedom Investment Management sold out of Franklin Senior Loan ETF (FLBL) in Q2 2025, closing a stake of 19,755 shares — an estimated $475K sold.

Freedom Investment Management first reported a position in FLBL in Q2 2023 and held it in 7 quarters. The position peaked at $969K in Q2 2024. 132 funds tracked by Wall St. Rank hold FLBL as of Q2 2025.

  • Freedom Investment Management reported no remaining Franklin Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • Freedom Investment Management sold 19,755 Franklin Senior Loan ETF shares in Q2 2025, an estimated $475K.
  • Freedom Investment Management first reported a position in Franklin Senior Loan ETF in Q2 2023 and held it in 7 quarters.
  • Freedom Investment Management's Franklin Senior Loan ETF position peaked at $969K in Q2 2024.
  • 132 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.