Raymond James Financial Services Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Raymond James Financial Services 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
2024 Q3	$1.66M	Buy	68,331 +16,919	+33%	+$411K	﹤0.01%	1850
2024 Q2	$1.25M	Buy	51,412 +31,720	+161%	+$773K	﹤0.01%	1947
2024 Q1	$482K	Sell	19,692 -215	-1%	-$5.23K	﹤0.01%	2548
2023 Q4	$484K	Buy	19,907 +421	+2%	+$10.1K	﹤0.01%	2447
2023 Q3	$469K	Buy	+19,486	New	+$469K	﹤0.01%	2368

Other funds holding FLBL

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HFS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Raymond James Financial Services Advisors's FLBL Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Franklin Senior Loan ETF (FLBL) stake by 33% in Q3 2024, buying an estimated $411K and bringing the position to 68,331 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Raymond James Financial Services Advisors first reported a position in FLBL in Q3 2023 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold FLBL as of Q3 2024.

Raymond James Financial Services Advisors held 68,331 shares of Franklin Senior Loan ETF worth $1.66M as of Q3 2024.
Raymond James Financial Services Advisors bought 16,919 Franklin Senior Loan ETF shares in Q3 2024, an estimated $411K.
Franklin Senior Loan ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1850 holding.
Raymond James Financial Services Advisors first reported a position in Franklin Senior Loan ETF in Q3 2023 and has held it in 5 quarters since.
107 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.