Fulcrum Equity Management’s Franklin Senior Loan ETF FLBL Stock Holding History

Fulcrum Equity 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	-11,957	Closed	-$288K	–	111
2025 Q1	$288K	Sell	11,957 -1,585	-12%	-$38.4K	0.31%	73
2024 Q4	$329K	Sell	13,542 -14,773	-52%	-$359K	0.33%	75
2024 Q3	$687K	Sell	28,315 -369	-1%	-$8.96K	0.58%	52
2024 Q2	$700K	Buy	28,684 +14,909	+108%	+$364K	0.63%	51
2024 Q1	$337K	Sell	13,775 -3,544	-20%	-$86.1K	0.4%	81
2023 Q4	$421K	Buy	+17,319	New	+$416K	0.52%	52
2023 Q3	–	Sell	-16,143	Closed	-$389K	–	101
2023 Q2	$389K	Buy	+16,143	New	+$381K	0.45%	59

Other funds holding FLBL

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Fulcrum Equity Management's FLBL Position: Q2 2025 in Review

Fulcrum Equity Management sold out of Franklin Senior Loan ETF (FLBL) in Q2 2025, closing a stake of 11,957 shares — an estimated $288K sold.

Fulcrum Equity Management first reported a position in FLBL in Q2 2023 and held it in 7 quarters. The position peaked at $700K in Q2 2024. 132 funds tracked by Wall St. Rank hold FLBL as of Q2 2025.

Fulcrum Equity Management reported no remaining Franklin Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
Fulcrum Equity Management sold 11,957 Franklin Senior Loan ETF shares in Q2 2025, an estimated $288K.
Fulcrum Equity Management first reported a position in Franklin Senior Loan ETF in Q2 2023 and held it in 7 quarters.
Fulcrum Equity Management's Franklin Senior Loan ETF position peaked at $700K in Q2 2024.
132 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.