Franklin Senior Loan ETF (FLBL) Institutional Ownership

$24.44
+0.01 (+0.04%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Franklin Senior Loan ETF (BATS:FLBL)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$64.85M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$22.11M
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FLBL Institutional Buying and Selling by Quarter

Franklin Senior Loan ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Transcendent Capital Group LLC4,120$101K0.1%N/A0.028%
5/14/2024 JT Stratford LLC27,932$684K0.1%+11.5%0.191%
5/10/2024 Prevail Innovative Wealth Advisors LLC167,305$4.10M1.5%N/A1.142%
5/8/2024 Avantax Advisory Services Inc.10,015$245K0.0%+16.1%0.068%
5/6/2024 Envestnet Portfolio Solutions Inc.28,231$692K0.0%+13.7%0.197%
5/6/2024 Advisory Alpha LLC14,594$357K0.0%+16.7%0.102%
5/1/2024 Concourse Financial Group Securities Inc.79,045$1.94M0.1%-5.1%0.551%
4/30/2024 Perigon Wealth Management LLC98,321$2.41M0.1%N/A0.685%
4/24/2024 Fulcrum Equity Management13,775$337K0.4%-20.5%0.096%
4/24/2024 Sightline Wealth Advisors LLC67,186$1.65M1.1%+490.1%0.468%
4/23/2024 Strategic Blueprint LLC10,285$252K0.0%+16.7%0.072%
4/22/2024 Drive Wealth Management LLC18,353$450K0.1%N/A0.128%
4/19/2024 Capital Wealth Management LLC35,429$868K0.4%N/A0.377%
4/19/2024 Kovack Advisors Inc.35,387$867K0.1%N/A0.376%
4/16/2024 OneAscent Wealth Management LLC22,919$561K0.2%+54.2%0.244%
4/16/2024Kathmere Capital Management LLC21,626$530K0.1%N/A0.230%
4/16/2024 Seed Wealth Management Inc.75,713$1.84M1.8%-11.3%0.805%
4/16/2024 Wealth Enhancement Advisory Services LLC359,914$8.82M0.0%-2.9%3.829%
4/15/2024 Key Client Fiduciary Advisors LLC51,590$1.26M0.7%-6.0%0.549%
4/12/2024 Fermata Advisors LLC12,823$314K0.1%N/A0.136%
4/12/2024 Systelligence LLC577,084$14.14M3.7%+0.6%6.139%
4/11/2024 Fortitude Family Office LLC1,562$38K0.0%N/A0.017%
2/12/2024Adams Wealth Management13,375$325K0.1%-11.6%0.142%
2/9/2024 Cambridge Investment Research Advisors Inc.55,590$1.35M0.0%+21.0%0.591%
2/9/2024 Franklin Resources Inc.2,797,611$67.95M0.0%+8.5%29.762%
2/9/2024 Assetmark Inc.60,339$1.47M0.0%N/A0.642%
2/7/2024 Avantax Advisory Services Inc.8,625$209K0.0%N/A0.092%
2/7/2024 Envestnet Portfolio Solutions Inc.24,819$603K0.0%N/A0.264%
2/7/2024 Acorn Wealth Advisors LLC27,223$661K0.4%+24.4%0.290%
2/7/2024 VisionPoint Advisory Group LLC3,859$94K0.0%N/A0.041%
2/7/2024 Concourse Financial Group Securities Inc.83,292$2.02M0.1%+4.5%0.886%
2/2/2024 Atria Wealth Solutions Inc.13,891$337K0.0%N/A0.148%
1/29/2024 Aire Advisors LLC250,923$6.10M1.5%+0.8%2.669%
1/25/2024 Strategic Blueprint LLC8,811$214K0.0%N/A0.094%
1/24/2024 Arkadios Wealth Advisors10,403$253K0.0%N/A0.111%
1/24/2024 Seed Wealth Management Inc.85,347$2.07M2.1%-22.2%0.908%
1/23/2024 Advisory Alpha LLC12,502$304K0.0%N/A0.133%
1/23/2024 Sightline Wealth Advisors LLC11,386$277K0.2%N/A0.121%
1/19/2024 Fulcrum Equity Management17,319$421K0.5%N/A0.184%
1/16/2024 Raymond James Financial Services Advisors Inc.19,907$484K0.0%+2.2%0.212%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
1/16/2024 Raymond James & Associates14,800$359K0.0%N/A0.157%
1/16/2024CoreCap Advisors LLC43,769$1.06M0.1%N/A0.466%
1/12/2024 Trilogy Capital Inc.733,968$17.83M1.1%+5.9%7.808%
1/11/2024 OneAscent Wealth Management LLC14,864$361K0.1%+8.9%0.158%
1/11/2024 Dynamic Advisor Solutions LLC12,042$292K0.0%N/A0.128%
1/9/2024 Key Client Fiduciary Advisors LLC54,890$1.33M0.8%-2.0%0.584%
1/8/2024 Systelligence LLC573,449$13.93M3.8%+1.8%6.101%
11/16/2023 GTS Securities LLC46,269$1.11M0.0%N/A0.492%
11/15/2023 JT Stratford LLC19,136$460K0.1%+98.3%0.204%
11/15/2023 Key Client Fiduciary Advisors LLC55,990$1.35M0.8%-2.5%0.596%
11/13/2023 Wright Fund Management LLC101,900$2.45M0.1%N/A1.084%
11/13/2023 LPL Financial LLC349,167$8.40M0.0%-3.4%3.715%
11/7/2023 Acorn Wealth Advisors LLC21,891$526K0.3%+12.3%0.233%
11/6/2023 Donoghue Forlines LLC31,365$754K0.3%N/A0.334%
11/3/2023 Private Advisor Group LLC26,265$632K0.0%+2.5%0.279%
10/30/2023 Aire Advisors LLC248,926$5.99M1.6%+2.0%2.648%
10/25/2023 WealthShield Partners LLC4,600$111K0.0%N/A0.049%
10/24/2023 Raymond James Financial Services Advisors Inc.19,486$469K0.0%N/A0.207%
10/24/2023 Cambridge Investment Research Advisors Inc.45,944$1.11M0.0%-5.7%0.489%
10/23/2023Commonwealth Equity Services LLC8,686$209K0.0%N/A0.092%
10/16/2023 Trilogy Capital Inc.693,175$16.67M1.1%+3.9%7.374%
10/16/2023 Seed Wealth Management Inc.109,742$2.64M3.0%-14.6%1.167%
10/13/2023 OneAscent Wealth Management LLC13,652$328K0.1%N/A0.145%
10/13/2023 Redhawk Wealth Advisors Inc.174,325$4.19M1.4%N/A1.855%
10/12/2023IFP Advisors Inc16,717$402K0.0%+169.1%0.178%
10/11/2023 AE Wealth Management LLC9,237$222K0.0%N/A0.098%
10/10/2023 Systelligence LLC563,188$13.55M3.8%+83.1%5.991%
8/14/2023 Eqis Capital Management Inc.31,696$764K0.1%N/A0.337%
8/11/2023 Franklin Resources Inc.2,565,864$61.81M0.0%-9.0%27.296%
8/10/2023 Cetera Advisors LLC17,380$419K0.0%N/A0.185%
8/10/2023 Cetera Advisor Networks LLC18,962$457K0.0%N/A0.202%
8/10/2023 Cetera Investment Advisers70,781$1.71M0.0%N/A0.828%
8/4/2023 Envestnet Asset Management Inc.126,824$3.06M0.0%-67.6%1.483%
8/4/2023IFP Advisors Inc6,212$157K0.0%N/A0.073%
8/2/2023 Acorn Wealth Advisors LLC19,494$470K0.3%+9.8%0.228%
8/2/2023 Aire Advisors LLC244,104$5.88M1.5%+5.5%2.855%
7/31/2023 LPL Financial LLC361,328$8.70M0.0%+31.1%4.226%
7/27/2023 Seed Wealth Management Inc.128,532$3.10M3.3%+19.5%1.503%
7/25/2023 OLD Second National Bank of Aurora2,016$49K0.0%-78.1%0.024%
7/24/2023 Trilogy Capital Inc.667,203$16.08M1.0%N/A7.804%
7/13/2023 Systelligence LLC307,663$7.41M2.3%-49.1%3.598%
7/13/2023 Key Client Fiduciary Advisors LLC57,430$1.38M0.8%-2.5%0.672%
7/13/2023 Cambridge Investment Research Advisors Inc.48,725$1.17M0.0%+10.9%0.570%
7/7/2023 Fulcrum Equity Management16,143$389K0.5%N/A0.189%
5/12/2023 Franklin Resources Inc.2,818,999$67.23M0.0%-15.7%32.590%
5/11/2023 Envestnet Asset Management Inc.391,566$9.34M0.0%-16.9%4.527%
5/10/2023 Private Advisor Group LLC25,875$617K0.0%N/A0.299%
5/10/2023 LPL Financial LLC275,633$6.57M0.0%+57.9%3.187%
5/10/2023 JT Stratford LLC9,381$224K0.1%N/A0.108%
5/9/2023 Acorn Wealth Advisors LLC17,752$423K0.3%+13.7%0.205%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
5/3/2023Adams Wealth Management22,617$539K0.2%+159.7%0.261%
5/3/2023 OLD Second National Bank of Aurora9,191$219K0.1%+435.0%0.106%
4/25/2023 Key Client Fiduciary Advisors LLC58,930$1.41M0.9%+4.7%0.681%
4/25/2023 Seed Wealth Management Inc.107,588$2.57M2.9%+32.9%1.244%
4/19/2023 Systelligence LLC604,517$14.42M3.7%-8.6%6.989%
4/14/2023 AE Wealth Management LLC9,225$220K0.0%N/A0.107%
3/6/2023 OLD Mission Capital LLC2,297$53K0.0%N/A0.000%
2/17/2023Adams Wealth Management8,708$201K0.1%N/A0.000%
2/13/2023 Diversified LLC10,114$233K0.1%-10.7%0.000%
2/10/2023 Franklin Resources Inc.3,342,819$76.99M0.0%-1.6%0.000%
(Data available from 1/1/2016 forward)

FLBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLBL shares?

During the previous two years, 60 institutional investors and hedge funds held shares of Franklin Senior Loan ETF. The most heavily invested institutionals were Franklin Resources Inc. ($67.95M), Trilogy Capital Inc. ($17.83M), Systelligence LLC ($14.14M), Advisor Group Holdings Inc. ($12.39M), Wealth Enhancement Advisory Services LLC ($8.82M), LPL Financial LLC ($8.40M), and Flow Traders U.S. LLC ($7.43M).Learn more on FLBL's institutional investors.

Which institutional investors have been buying Franklin Senior Loan ETF stock?

Of the 58 institutional investors that purchased Franklin Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Systelligence LLC ($1.02M), Trilogy Capital Inc. ($733.97K), Advisor Group Holdings Inc. ($335.43K), Flow Traders U.S. LLC ($322.95K), Envestnet Asset Management Inc. ($266.89K), LPL Financial LLC ($238.12K), and Franklin Resources Inc. ($218.02K).

How much institutional buying is happening at Franklin Senior Loan ETF?

Institutional investors have bought a total of 4,971,903 shares in the last 24 months. This purchase volume represents approximately $118.89M in transactions.

Which Franklin Senior Loan ETF major shareholders have been selling company stock?

Of the 14 institutional investors that sold Franklin Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($3.78M), Systelligence LLC ($440.16K), Diversified LLC ($418.27K), Envestnet Asset Management Inc. ($344.26K), Key Client Fiduciary Advisors LLC ($53.94K), Seed Wealth Management Inc. ($52.82K), and Sigma Planning Corp ($49.09K).

How much institutional selling is happening at Franklin Senior Loan ETF?

Institutional investors have sold a total of 5,185,273 shares in the last 24 months. This volume of shares sold represents approximately $121.28M in transactions.


This page (BATS:FLBL) was last updated on 5/19/2024 by MarketBeat.com Staff

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