IFP Advisors
FLBL icon

IFP Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

IFP 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
2026
Q3 		$920K Buy
40,004
+12,427
+45% +$286K 0.02% 810
2026
Q2 		$632K Sell
27,577
-6,857
-20% -$158K 0.01% 940
2026
Q1 		$792K Buy
34,434
+8,817
+34% +$204K 0.02% 780
2025
Q4 		$600K Buy
25,617
+3,365
+15% +$79.8K 0.01% 857
2025
Q3 		$534K Sell
22,252
-8,513
-28% -$206K 0.01% 834
2025
Q2 		$745K Sell
30,765
-16,966
-36% -$406K 0.02% 680
2025
Q1 		$1.15M Buy
47,731
+746
+2% +$18.1K 0.04% 518
2024
Q4 		$1.14M Buy
46,985
+451
+1% +$11K 0.04% 494
2024
Q3 		$1.13M Buy
46,534
+7,136
+18% +$173K 0.04% 451
2024
Q2 		$962K Buy
39,398
+34,323
+676% +$837K 0.04% 452
2024
Q1 		$124K Buy
5,075
+571
+13% +$13.9K 0.01% 1196
2023
Q4 		$109K Sell
4,504
-12,213
-73% -$293K 0.01% 1206
2023
Q3 		$402K Buy
16,717
+10,505
+169% +$253K 0.02% 678
2023
Q2 		$150K Buy
+6,212
New +$146K 0.01% 1153
2022
Q4 		– Sell
-22,293
Closed -$555K – 4677
2022
Q3 		$555K Hold
22,293
– – 0.01% 877
2022
Q2 		$555K Hold
22,293
– – 0.02% 800
2022
Q1 		$555K Buy
+22,293
New +$553K 0.02% 800

Other funds holding FLBL

Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
Sage Advisory Services
Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

IFP Advisors's FLBL Position: Q3 2026 in Review

IFP Advisors increased its Franklin Senior Loan ETF (FLBL) stake by 45% in Q3 2026, buying an estimated $286K and bringing the position to 40,004 shares worth $920K. The position accounts for 0.02% of the portfolio, ranked #810.

IFP Advisors first reported a position in FLBL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.15M in Q1 2025. 52 funds tracked by Wall St. Rank hold FLBL as of Q3 2026.

  • IFP Advisors held 40,004 shares of Franklin Senior Loan ETF worth $920K as of Q3 2026.
  • IFP Advisors bought 12,427 Franklin Senior Loan ETF shares in Q3 2026, an estimated $286K.
  • Franklin Senior Loan ETF made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #810 holding.
  • IFP Advisors first reported a position in Franklin Senior Loan ETF in Q1 2022 and has held it in 17 quarters since.
  • IFP Advisors's Franklin Senior Loan ETF position peaked at $1.15M in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.