KCFA
Key Client Fiduciary Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Sell |
39,944
-6,771
| -14% | -$164K | 0.39% | 57 |
|
|
2025
Q1 | $1.12M | Sell |
46,715
-2,218
| -5% | -$53.4K | 0.51% | 48 |
|
|
2024
Q4 | $1.19M | Buy |
48,933
+389
| +0.8% | +$9.44K | 0.52% | 45 |
|
|
2024
Q3 | $1.18M | Sell |
48,544
-2,196
| -4% | -$53.3K | 0.53% | 42 |
|
|
2024
Q2 | $1.24M | Sell |
50,740
-850
| -2% | -$20.7K | 0.62% | 35 |
|
|
2024
Q1 | $1.26M | Sell |
51,590
-3,300
| -6% | -$80.8K | 0.67% | 33 |
|
|
2023
Q4 | $1.33M | Sell |
54,890
-1,100
| -2% | -$26.7K | 0.77% | 30 |
|
|
2023
Q3 | $1.35M | Sell |
55,990
-1,440
| -3% | -$34.6K | 0.83% | 32 |
|
|
2023
Q2 | $1.38M | Sell |
57,430
-1,500
| -3% | -$36.1K | 0.81% | 29 |
|
|
2023
Q1 | $1.41M | Buy |
58,930
+2,650
| +5% | +$63.2K | 0.88% | 27 |
|
|
2022
Q4 | $1.3M | Sell |
56,280
-245
| -0.4% | -$5.64K | 0.88% | 30 |
|
|
2022
Q3 | $1.3M | Sell |
56,525
-100
| -0.2% | -$2.3K | 1.18% | 20 |
|
|
2022
Q2 | $1.31M | Sell |
56,625
-46,601
| -45% | -$1.08M | 1.28% | 20 |
|
|
2022
Q1 | $2.55M | Sell |
103,226
-8,625
| -8% | -$213K | 2.01% | 13 |
|
|
2021
Q4 | $2.79M | Buy |
+111,851
| New | +$2.79M | 2.31% | 9 |
|