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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
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

Other funds holding FLBL

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SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sigma Planning Corp's FLBL Position: Q4 2022 in Review

Sigma Planning Corp sold out of Franklin Senior Loan ETF (FLBL) in Q4 2022, closing a stake of 14,251 shares — an estimated $328K sold.

Sigma Planning Corp first reported a position in FLBL in Q2 2022 and held it in 2 quarters. The position peaked at $1.47M in Q2 2022. 24 funds tracked by Wall St. Rank hold FLBL as of Q4 2022.

  • Sigma Planning Corp reported no remaining Franklin Senior Loan ETF position as of Q4 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 14,251 Franklin Senior Loan ETF shares in Q4 2022, an estimated $328K.
  • Sigma Planning Corp first reported a position in Franklin Senior Loan ETF in Q2 2022 and held it in 2 quarters.
  • Sigma Planning Corp's Franklin Senior Loan ETF position peaked at $1.47M in Q2 2022.
  • 24 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.