Sunbelt Securities’s Franklin Senior Loan ETF FLBL Stock Holding History

Sunbelt Securities’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 Q3	–	Sell	-10,034	Closed	-$243K	–	2749
2025 Q2	$243K	Buy	10,034 +1,953	+24%	+$46.8K	0.02%	541
2025 Q1	$195K	Sell	8,081 -1,953	-19%	-$47.3K	0.02%	570
2024 Q4	$243K	Sell	10,034 -10,084	-50%	-$245K	0.02%	541
2024 Q3	$488K	Buy	20,118 +7,033	+54%	+$171K	0.05%	361
2024 Q2	$319K	Buy	13,085 +7,760	+146%	+$189K	0.03%	441
2024 Q1	$130K	Sell	5,325 -12	-0.2%	-$292	0.01%	652
2023 Q4	$130K	Buy	+5,337	New	+$128K	0.02%	611
2023 Q3	–	Sell	-4,048	Closed	-$97.5K	–	1783
2023 Q2	$97.5K	Buy	+4,048	New	+$95.5K	0.01%	655

Other funds holding FLBL

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sunbelt Securities's FLBL Position: Q3 2025 in Review

Sunbelt Securities sold out of Franklin Senior Loan ETF (FLBL) in Q3 2025, closing a stake of 10,034 shares — an estimated $243K sold.

Sunbelt Securities first reported a position in FLBL in Q2 2023 and held it in 8 quarters. The position peaked at $488K in Q3 2024. 130 funds tracked by Wall St. Rank hold FLBL as of Q3 2025.

Sunbelt Securities reported no remaining Franklin Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 10,034 Franklin Senior Loan ETF shares in Q3 2025, an estimated $243K.
Sunbelt Securities first reported a position in Franklin Senior Loan ETF in Q2 2023 and held it in 8 quarters.
Sunbelt Securities's Franklin Senior Loan ETF position peaked at $488K in Q3 2024.
130 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.