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Get Institutions for : 
Franklin Liberty Senior Loan Etf (FLBL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    9
Total shares held : 
 6,749,555  
% of shares held : 
 75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 351,657  
% of shares held change : 
   3.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 308,371
 4.57%
 
Increased Positions :
28
 1,206,134
 17.87%
 
Unchanged Positions :
4
 106,868
 1.58%
 
Decreased Positions :
8
-700,022
-10.37%
 
Closed Positions :
11
-462,826
-6.86%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FRANKLIN RESOURCES INC 410 - 2023-12-31 2,797,611 $67,954,000 218,022
   LPL FINANCIAL CORP 1072 - 2024-03-31 623,123 $15,263,000 190,409
   Systelligence LLC 5 - 2024-03-31 577,084 $14,136,000 3,635
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 508 - 2024-03-31 359,914 $8,816,000 -10,563
   AIRE ADVISORS LLC 22 - 2023-12-31 250,923 $6,098,000 1,997
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 10 *New 2024-03-31 245,328 $6,009,000 245,328
   Advisor Group Holdings Inc. 1072 - 2024-03-31 192,631 $4,719,000 46,715
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 8 *New 2024-03-31 167,305 $4,098,000 167,305
   ENVESTNET ASSET MANAGEMENT INC 2036 - 2023-12-31 164,704 $4,001,000 164,704
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 477 - 2024-03-31 147,086 $3,603,000 86,747
   Wright Fund Managment LLC 48 - 2024-03-31 101,900 $2,496,000 0
   Cetera Investment Advisers 710 - 2023-12-31 99,874 $2,426,000 89,625
   Perigon Wealth Management LLC 228 *New 2024-03-31 98,321 $2,408,000 98,321
   MML INVESTORS SERVICES LLC 1003 *New 2023-12-31 81,138 $1,971,000 81,138
   Equitable Holdings Inc. 414 - 2023-12-31 80,946 $1,966,000 6,418
   PROEQUITIES INC. 170 - 2024-03-31 79,045 $1,936,000 -4,247
   ROYAL BANK OF CANADA 2599 - 2023-12-31 78,002 $1,895,000 30,331
   Seed Wealth Management Inc. 14 - 2024-03-31 75,713 $1,844,000 -9,634
   Sightline Wealth Advisors LLC 20 - 2024-03-31 67,186 $1,646,000 55,800
   3EDGE Asset Management LP 34 *New 2024-03-31 61,656 $1,510,000 61,656
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1503 - 2024-03-31 56,314 $1,379,000 724
   Key Client Fiduciary Advisors LLC 33 - 2024-03-31 51,590 $1,264,000 -3,300
   SILVER OAK SECURITIES Inc 134 *New 2024-03-31 44,723 $1,095,000 44,723
   CoreCap Advisors LLC 246 - 2023-12-31 43,769 $1,063,000 43,769
   CAPITAL WEALTH MANAGEMENT LLC 25 *New 2024-03-31 35,429 $868,000 35,429
   Kovack Advisors Inc. 159 *New 2024-03-31 35,387 $867,000 35,387
   STIFEL FINANCIAL CORP 2258 - 2023-12-31 33,311 $809,000 -7,885
   RAYMOND JAMES & ASSOCIATES 2747 - 2024-03-31 31,195 $764,000 16,395
   Acorn Wealth Advisors LLC 62 - 2024-03-31 29,753 $729,000 2,530
   Envestnet Portfolio Solutions Inc. 985 - 2024-03-31 28,231 $692,000 3,412
   EQIS CAPITAL MANAGEMENT, INC. 378 - 2023-12-31 25,527 $620,000 25,527
   JT Stratford LLC 164 - 2023-12-31 25,054 $609,000 5,918
   OneAscent Wealth Management LLC 58 - 2024-03-31 22,919 $561,000 8,055
   Kathmere Capital Management LLC 156 *New 2024-03-31 21,626 $530,000 21,626
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2528 - 2024-03-31 19,692 $482,000 -215
   FINANCIAL NETWORK 1913 - 2023-12-31 19,421 $472,000 19,421
   THRIVENT FINANCIAL FOR LUTHERANS 2154 *New 2023-12-31 19,145 $465,000 19,145
   DRIVE WEALTH MANAGEMENT LLC 152 *New 2024-03-31 18,353 $450,000 18,353
   JANE STREET GROUP LLC 4037 - 2023-12-31 18,458 $448,000 -652,621
   COMMONWEALTH EQUITY SERVICES LLC. 2935 - 2024-03-31 17,104 $419,000 -1,605
   MULTIFINANCIAL SECURITIES CORP 1258 - 2023-12-31 16,371 $398,000 3,172
   IHT Wealth Management LLC 678 *New 2023-12-31 15,970 $388,000 15,970
   Advisory Alpha LLC 264 - 2024-03-31 14,594 $357,000 2,092
   Atria Wealth Solutions Inc. 1402 *New 2023-12-31 13,891 $337,000 13,891
   Fulcrum Equity Management 81 - 2024-03-31 13,775 $337,000 -3,544
   Adams Wealth Management 83 - 2023-12-31 13,375 $325,000 -1,751
   Fermata Advisors LLC 159 *New 2024-03-31 12,823 $314,000 12,823
   Orion Portfolio Solutions LLC 1449 - 2024-03-31 12,611 $309,000 3,683
   Dynamic Advisors Solutions LLC 765 - 2024-03-31 12,035 $295,000 -7
   AE Wealth Management LLC 1709 - 2023-12-31 11,920 $290,000 2,683
   Arkadios Wealth Advisors 579 - 2024-03-31 10,766 $264,000 363
   CALAMOS ADVISORS LLC 523 *New 2024-03-31 10,546 $258,000 10,546
   Strategic Blueprint LLC 522 - 2024-03-31 10,285 $252,000 1,474
   H D Vest Advisory Services 1409 - 2024-03-31 10,015 $245,000 1,390
   Integrated Wealth Concepts LLC 1409 *New 2023-12-31 8,992 $218,000 8,992
   Sunbelt Securities Inc. 639 - 2024-03-31 5,325 $130,000 -12
   PRINCIPAL SECURITIES INC. 1199 - 2024-03-31 4,839 $119,000 4,489
   Emerald Investment Partners LLC 310 - 2024-03-31 4,600 $113,000 0
   IFP Advisors Inc 1182 - 2023-12-31 4,504 $109,000 -12,213
   VisionPoint Advisory Group LLC 218 - 2024-03-31 3,608 $88,000 -251
   PRIVATE TRUST CO NA 1066 *New 2024-03-31 2,317 $57,000 2,317
   Fortitude Family Office LLC 183 *New 2024-03-31 1,562 $38,000 1,562
   Geneos Wealth Management Inc. 1360 - 2024-03-31 800 $20,000 0
   CWM LLC 3056 *New 2024-03-31 623 $15,000 623
   MORGAN STANLEY 6372 - 2023-12-31 482 $12,000 4
   BFSG LLC 532 *New 2024-03-31 250 $6,000 250
   CREATIVE FINANCIAL DESIGNS INC /ADV 1320 - 2024-03-31 210 $5,000 0
   DB Wealth Management Group LLC 325 *New 2023-12-31 170 $4,000 170
   Impact Partnership Wealth LLC 601 - 2023-12-31 177 $4,000 -9
   Bank of New Hampshire 454 *New 2024-03-31 111 $3,000 111
   GTS SECURITIES LLC 1459 *Closed 2023-12-31 0 $0 -46,269
   Redhawk Wealth Advisors Inc. 295 *Closed 2023-12-31 0 $0 -174,325
   OLD SECOND NATIONAL BANK OF AURORA 327 *Closed 2024-03-31 0 $0 -2,072
   ADVISORY SERVICES NETWORK, LLC 2299 *Closed 2024-03-31 0 $0 -351
   FMR LLC 4920 - 2023-12-31 2 $0 -48
   Larson Financial Group LLC 1662 - 2024-03-31 1 $0 0
   Financial Gravity Wealth Inc. 881 - 2023-12-31 18 $0 0
   HARBOUR INVESTMENTS INC. 3053 *Closed 2023-12-31 0 $0 -16
   OLD MISSION CAPITAL LLC 1038 *Closed 2023-12-31 0 $0 -37,579
   CITADEL ADVISORS LLC 6057 *Closed 2023-12-31 0 $0 -92,684
   Trilogy Capital Inc. 312 *Closed 2024-03-31 0 $0 -733,968
   Toroso Investments LLC 1548 *Closed 2023-12-31 0 $0 -27,163
  82 Records found
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