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Oak Hill Wealth Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Oak Hill Wealth 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
2025
Q3 		$1.09M Buy
45,463
+17,875
+65% +$432K 0.2% 62
2025
Q2 		$667K Buy
27,588
+99
+0.4% +$2.37K 0.14% 83
2025
Q1 		$662K Buy
27,489
+13,836
+101% +$335K 0.15% 67
2024
Q4 		$331K Buy
+13,653
New +$332K 0.08% 102

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oak Hill Wealth Advisors's FLBL Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Franklin Senior Loan ETF (FLBL) stake by 65% in Q3 2025, buying an estimated $432K and bringing the position to 45,463 shares worth $1.09M. The position accounts for 0.2% of the portfolio, ranked #62.

Oak Hill Wealth Advisors first reported a position in FLBL in Q4 2024 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold FLBL as of Q3 2025.

  • Oak Hill Wealth Advisors held 45,463 shares of Franklin Senior Loan ETF worth $1.09M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 17,875 Franklin Senior Loan ETF shares in Q3 2025, an estimated $432K.
  • Franklin Senior Loan ETF made up 0.2% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #62 holding.
  • Oak Hill Wealth Advisors first reported a position in Franklin Senior Loan ETF in Q4 2024 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.