Morgan Stanley
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Morgan Stanley’s Franklin Senior Loan ETF FLBL Stock Holding History

Morgan Stanley’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 		$5.15M Buy
224,053
+18,571
+9% +$430K ﹤0.01% 4115
2025
Q4 		$4.81M Buy
205,482
+2,030
+1% +$48.1K ﹤0.01% 4205
2025
Q3 		$4.89M Buy
203,452
+19,335
+11% +$467K ﹤0.01% 4168
2025
Q2 		$4.46M Buy
184,117
+181,512
+6,968% +$4.35M ﹤0.01% 4142
2025
Q1 		$62.7K Buy
2,605
+2,521
+3,001% +$61.1K ﹤0.01% 6193
2024
Q4 		$2.04K Sell
84
-1,235
-94% -$30K ﹤0.01% 7198
2024
Q3 		$32K Sell
1,319
-403
-23% -$9.79K ﹤0.01% 6345
2024
Q2 		$42K Buy
1,722
+1,237
+255% +$30.2K ﹤0.01% 6222
2024
Q1 		$11.9K Sell
485
-479
-50% -$11.6K ﹤0.01% 6647
2023
Q4 		$23.4K Buy
964
+486
+102% +$11.7K ﹤0.01% 6601
2023
Q3 		$11.5K Sell
478
-377
-44% -$9.08K ﹤0.01% 6682
2023
Q2 		$20.6K Sell
855
-62
-7% -$1.46K ﹤0.01% 6558
2023
Q1 		$21.9K Hold
917
– – ﹤0.01% 6594
2022
Q4 		$21.1K Buy
917
+231
+34% +$5.35K ﹤0.01% 6676
2022
Q3 		$16K Hold
686
– – ﹤0.01% 6884
2022
Q2 		$16K Buy
+686
New +$16.5K ﹤0.01% 7066

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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
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

Morgan Stanley's FLBL Position: Q1 2026 in Review

Morgan Stanley increased its Franklin Senior Loan ETF (FLBL) stake by 9% in Q1 2026, buying an estimated $430K and bringing the position to 224,053 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #4115.

Morgan Stanley first reported a position in FLBL in Q2 2022 and has held it in 16 quarters since. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

  • Morgan Stanley held 224,053 shares of Franklin Senior Loan ETF worth $5.15M as of Q1 2026.
  • Morgan Stanley bought 18,571 Franklin Senior Loan ETF shares in Q1 2026, an estimated $430K.
  • Franklin Senior Loan ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4115 holding.
  • Morgan Stanley first reported a position in Franklin Senior Loan ETF in Q2 2022 and has held it in 16 quarters since.
  • 119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.