Sigma Planning Corp
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Sigma Planning Corp’s Franklin Senior Loan ETF FLBL Stock Holding History

Sigma Planning Corp’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
Q3 		$439K Buy
+19,088
New +$439K 0.01% 902
2022
Q4 		– Sell
-14,251
Closed -$328K – 1292
2022
Q3 		$328K Sell
14,251
-49,091
-78% -$1.16M 0.01% 915
2022
Q2 		$1.47M Buy
+63,342
New +$1.53M 0.05% 346

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Sage Advisory Services
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Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Sigma Planning Corp's FLBL Position: Q3 2026 in Review

Sigma Planning Corp opened a new position in Franklin Senior Loan ETF (FLBL) in Q3 2026: 19,088 shares worth $439K. The stake represents 0.01% of the portfolio and ranks #902 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in FLBL as recently as Q3 2022.

Sigma Planning Corp first reported a position in FLBL in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.47M in Q2 2022. 51 funds tracked by Wall St. Rank hold FLBL as of Q3 2026.

  • Sigma Planning Corp held 19,088 shares of Franklin Senior Loan ETF worth $439K as of Q3 2026.
  • Franklin Senior Loan ETF was a new Sigma Planning Corp position in Q3 2026.
  • Franklin Senior Loan ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #902 holding.
  • Sigma Planning Corp first reported a position in Franklin Senior Loan ETF in Q2 2022 and has held it in 3 quarters since.
  • Sigma Planning Corp's Franklin Senior Loan ETF position peaked at $1.47M in Q2 2022.
  • 51 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.