Key Client Fiduciary Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Key Client Fiduciary 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	$934K	Buy	40,741 +88	+0.2%	+$2.02K	0.27%	78
2026 Q1	$935K	Buy	40,653 +172	+0.4%	+$3.98K	0.32%	66
2025 Q4	$948K	Buy	40,481 +419	+1%	+$9.93K	0.33%	64
2025 Q3	$962K	Buy	40,062 +118	+0.3%	+$2.85K	0.32%	64
2025 Q2	$968K	Sell	39,944 -6,771	-14%	-$162K	0.4%	59
2025 Q1	$1.12M	Sell	46,715 -2,218	-5%	-$53.7K	0.52%	49
2024 Q4	$1.19M	Buy	48,933 +389	+0.8%	+$9.45K	0.53%	47
2024 Q3	$1.18M	Sell	48,544 -2,196	-4%	-$53.3K	0.54%	43
2024 Q2	$1.24M	Sell	50,740 -850	-2%	-$20.7K	0.63%	36
2024 Q1	$1.26M	Sell	51,590 -3,300	-6%	-$80.2K	0.67%	33
2023 Q4	$1.33M	Sell	54,890 -1,100	-2%	-$26.4K	0.78%	30
2023 Q3	$1.35M	Sell	55,990 -1,440	-3%	-$34.7K	0.83%	32
2023 Q2	$1.38M	Sell	57,430 -1,500	-3%	-$35.4K	0.81%	29
2023 Q1	$1.41M	Buy	58,930 +2,650	+5%	+$62.8K	0.88%	27
2022 Q4	$1.3M	Sell	56,280 -245	-0.4%	-$5.68K	0.89%	30
2022 Q3	$1.3M	Sell	56,525 -100	-0.2%	-$2.36K	1.34%	22
2022 Q2	$1.31M	Sell	56,625 -46,601	-45%	-$1.12M	1.28%	20
2022 Q1	$2.55M	Sell	103,226 -8,625	-8%	-$214K	2.08%	13
2021 Q4	$2.79M	Buy	+111,851	New	+$2.79M	2.33%	9

Other funds holding FLBL

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return