SWA
FLBL icon

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
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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return