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Vantage Financial Partners (Wisconsin)’s Franklin Senior Loan ETF FLBL Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q1 		– Sell
-103,964
Closed -$2.6M – 65
2021
Q4 		$2.6M Buy
+103,964
New +$2.6M 1.02% 14

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MW
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SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s FLBL Position: Q1 2022 in Review

Vantage Financial Partners (Wisconsin) sold out of Franklin Senior Loan ETF (FLBL) in Q1 2022, closing a stake of 103,964 shares — an estimated $2.6M sold.

Vantage Financial Partners (Wisconsin) first reported a position in FLBL in Q4 2021 and held it in 1 quarter. The position peaked at $2.6M in Q4 2021. 31 funds tracked by Wall St. Rank hold FLBL as of Q1 2022.

  • Vantage Financial Partners (Wisconsin) reported no remaining Franklin Senior Loan ETF position as of Q1 2022 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 103,964 Franklin Senior Loan ETF shares in Q1 2022, an estimated $2.6M.
  • Vantage Financial Partners (Wisconsin) first reported a position in Franklin Senior Loan ETF in Q4 2021 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s Franklin Senior Loan ETF position peaked at $2.6M in Q4 2021.
  • 31 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2022.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q1 2022, filed 16 May 2022.