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NewEdge Wealth’s Franklin Senior Loan ETF FLBL Stock Holding History

NewEdge Wealth’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
2025
Q4 		– Sell
-81,642
Closed -$1.94M – 1196
2025
Q3 		$1.94M Buy
+81,642
New +$1.97M 0.03% 404

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NewEdge Wealth's FLBL Position: Q4 2025 in Review

NewEdge Wealth sold out of Franklin Senior Loan ETF (FLBL) in Q4 2025, closing a stake of 81,642 shares — an estimated $1.94M sold.

NewEdge Wealth first reported a position in FLBL in Q3 2025 and held it in 1 quarter. The position peaked at $1.94M in Q3 2025. 131 funds tracked by Wall St. Rank hold FLBL as of Q4 2025.

  • NewEdge Wealth reported no remaining Franklin Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • NewEdge Wealth sold 81,642 Franklin Senior Loan ETF shares in Q4 2025, an estimated $1.94M.
  • NewEdge Wealth first reported a position in Franklin Senior Loan ETF in Q3 2025 and held it in 1 quarter.
  • NewEdge Wealth's Franklin Senior Loan ETF position peaked at $1.94M in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2025.

Based on NewEdge Wealth's 13F filing for Q4 2025, filed 3 Feb 2026.