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 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%	876
2022 Q2	$555K	Hold	22,293	–	–	0.02%	800
2022 Q1	$555K	Buy	+22,293	New	+$553K	0.02%	800

Other funds holding FLBL

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

IFP Advisors's FLBL Position: Q2 2026 in Review

IFP Advisors reduced its Franklin Senior Loan ETF (FLBL) stake by 20% in Q2 2026, selling an estimated $158K and leaving 27,577 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #940.

IFP Advisors first reported a position in FLBL in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q1 2025. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

IFP Advisors held 27,577 shares of Franklin Senior Loan ETF worth $632K as of Q2 2026.
IFP Advisors sold 6,857 Franklin Senior Loan ETF shares in Q2 2026, an estimated $158K.
Franklin Senior Loan ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #940 holding.
IFP Advisors first reported a position in Franklin Senior Loan ETF in Q1 2022 and has held it in 16 quarters since.
IFP Advisors's Franklin Senior Loan ETF position peaked at $1.15M in Q1 2025.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.