Regal Investment Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Regal Investment 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
2026 Q1	$254K	Sell	11,035 -3,853	-26%	-$89.2K	0.01%	570
2025 Q4	$349K	Buy	14,888 +1,944	+15%	+$46.1K	0.02%	484
2025 Q3	$311K	Buy	12,944 +912	+8%	+$22K	0.02%	462
2025 Q2	$292K	Buy	12,032 +692	+6%	+$16.6K	0.02%	430
2025 Q1	$273K	Buy	+11,340	New	+$275K	0.02%	419
2024 Q3	–	Sell	-8,887	Closed	-$217K	–	527
2024 Q2	$217K	Sell	8,887 -69	-0.8%	-$1.68K	0.01%	533
2024 Q1	$219K	Buy	+8,956	New	+$218K	0.02%	531

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

Regal Investment Advisors's FLBL Position: Q1 2026 in Review

Regal Investment Advisors reduced its Franklin Senior Loan ETF (FLBL) stake by 26% in Q1 2026, selling an estimated $89.2K and leaving 11,035 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #570.

Regal Investment Advisors first reported a position in FLBL in Q1 2024 and has held it in 7 quarters since. The position peaked at $349K in Q4 2025. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

Regal Investment Advisors held 11,035 shares of Franklin Senior Loan ETF worth $254K as of Q1 2026.
Regal Investment Advisors sold 3,853 Franklin Senior Loan ETF shares in Q1 2026, an estimated $89.2K.
Franklin Senior Loan ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #570 holding.
Regal Investment Advisors first reported a position in Franklin Senior Loan ETF in Q1 2024 and has held it in 7 quarters since.
Regal Investment Advisors's Franklin Senior Loan ETF position peaked at $349K in Q4 2025.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.