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

Sightline 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 Q4	–	Sell	-16,947	Closed	-$407K	–	101
2025 Q3	$407K	Sell	16,947 -5,351	-24%	-$129K	0.18%	65
2025 Q2	$540K	Sell	22,298 -6,118	-22%	-$146K	0.26%	49
2025 Q1	$684K	Sell	28,416 -64,842	-70%	-$1.57M	0.36%	43
2024 Q4	$2.26M	Sell	93,258 -20,337	-18%	-$494K	1.22%	20
2024 Q3	$2.76M	Buy	113,595 +23,014	+25%	+$559K	1.52%	18
2024 Q2	$2.21M	Buy	90,581 +23,395	+35%	+$570K	1.38%	18
2024 Q1	$1.65M	Buy	67,186 +55,800	+490%	+$1.36M	1.08%	20
2023 Q4	$277K	Buy	+11,386	New	+$274K	0.21%	59

Other funds holding FLBL

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sightline Wealth Advisors's FLBL Position: Q4 2025 in Review

Sightline Wealth Advisors sold out of Franklin Senior Loan ETF (FLBL) in Q4 2025, closing a stake of 16,947 shares — an estimated $407K sold.

Sightline Wealth Advisors first reported a position in FLBL in Q4 2023 and held it in 8 quarters. The position peaked at $2.76M in Q3 2024. 131 funds tracked by Wall St. Rank hold FLBL as of Q4 2025.

Sightline Wealth Advisors reported no remaining Franklin Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
Sightline Wealth Advisors sold 16,947 Franklin Senior Loan ETF shares in Q4 2025, an estimated $407K.
Sightline Wealth Advisors first reported a position in Franklin Senior Loan ETF in Q4 2023 and held it in 8 quarters.
Sightline Wealth Advisors's Franklin Senior Loan ETF position peaked at $2.76M in Q3 2024.
131 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2025.

Based on Sightline Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.