Mission Hills Financial Advisory’s Franklin Senior Loan ETF FLBL Stock Holding History

Mission Hills Financial Advisory’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 Q1	$4.67M	Buy	203,066 +7,673	+4%	+$178K	2.39%	15
2025 Q4	$4.58M	Buy	195,393 +7,152	+4%	+$170K	2.42%	15
2025 Q3	$4.52M	Buy	188,241 +28,569	+18%	+$691K	2.4%	15
2025 Q2	$3.87M	Buy	159,672 +22,168	+16%	+$531K	2.4%	15
2025 Q1	$3.31M	Buy	137,504 +32,466	+31%	+$787K	2.3%	15
2024 Q4	$2.55M	Buy	105,038 +12,679	+14%	+$308K	1.98%	17
2024 Q3	$2.24M	Buy	+92,359	New	+$2.24M	1.91%	17

Other funds holding FLBL

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Mission Hills Financial Advisory's FLBL Position: Q1 2026 in Review

Mission Hills Financial Advisory increased its Franklin Senior Loan ETF (FLBL) stake by 3.9% in Q1 2026, buying an estimated $178K and bringing the position to 203,066 shares worth $4.67M. The position accounts for 2.39% of the portfolio, ranked #15.

Mission Hills Financial Advisory first reported a position in FLBL in Q3 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

Mission Hills Financial Advisory held 203,066 shares of Franklin Senior Loan ETF worth $4.67M as of Q1 2026.
Mission Hills Financial Advisory bought 7,673 Franklin Senior Loan ETF shares in Q1 2026, an estimated $178K.
Franklin Senior Loan ETF made up 2.39% of Mission Hills Financial Advisory's portfolio in Q1 2026, its #15 holding.
Mission Hills Financial Advisory first reported a position in Franklin Senior Loan ETF in Q3 2024 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.