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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
   Systelligence LLC 5 - 2024-03-31 577,084 $14,136,000 3,635
   LPL FINANCIAL CORP 1216 - 2023-12-31 432,714 $10,511,000 83,547
   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
   ENVESTNET ASSET MANAGEMENT INC 2036 - 2023-12-31 164,704 $4,001,000 164,704
   Advisor Group Holdings Inc. 1434 - 2023-12-31 145,916 $3,544,000 88,901
   Wright Fund Managment LLC - 2023-12-31 101,900 $2,475,000 0
   Cetera Investment Advisers 710 - 2023-12-31 99,874 $2,426,000 89,625
   PROEQUITIES INC. 147 - 2023-12-31 83,292 $2,023,000 3,561
   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
   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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 595 *New 2023-12-31 60,339 $1,466,000 60,339
   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
   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
   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
   Envestnet Portfolio Solutions Inc. 969 *New 2023-12-31 24,819 $603,000 24,819
   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
   COMMONWEALTH EQUITY SERVICES LLC. 2735 - 2023-12-31 18,709 $454,000 10,023
   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
   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
   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
   Advisory Alpha LLC *New 2023-12-31 12,502 $304,000 12,502
   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 *New 2023-12-31 10,403 $253,000 10,403
   Strategic Blueprint LLC 522 - 2024-03-31 10,285 $252,000 1,474
   Integrated Wealth Concepts LLC 1409 *New 2023-12-31 8,992 $218,000 8,992
   Orion Portfolio Solutions LLC 1527 *New 2023-12-31 8,928 $217,000 8,928
   H D Vest Advisory Services 1445 *New 2023-12-31 8,625 $209,000 8,625
   Sunbelt Securities Inc. 639 - 2024-03-31 5,325 $130,000 -12
   Emerald Investment Partners LLC - 2023-12-31 4,600 $112,000 0
   IFP Advisors Inc 1182 - 2023-12-31 4,504 $109,000 -12,213
   VisionPoint Advisory Group LLC 194 *New 2023-12-31 3,859 $94,000 3,859
   PRIVATE TRUST CO NA 1066 *New 2024-03-31 2,317 $57,000 2,317
   OLD SECOND NATIONAL BANK OF AURORA 201 - 2023-12-31 2,072 $50,000 100
   Fortitude Family Office LLC 183 *New 2024-03-31 1,562 $38,000 1,562
   Geneos Wealth Management Inc. *New 2023-12-31 800 $19,000 800
   CWM LLC 3056 *New 2024-03-31 623 $15,000 623
   MORGAN STANLEY 6372 - 2023-12-31 482 $12,000 4
   PRINCIPAL SECURITIES INC. 2237 - 2023-12-31 350 $9,000 0
   ADVISORY SERVICES NETWORK, LLC 2872 *New 2023-12-31 351 $9,000 351
   BFSG LLC 532 *New 2024-03-31 250 $6,000 250
   CREATIVE FINANCIAL DESIGNS INC /ADV 1267 *New 2023-12-31 210 $5,000 210
   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
   Larson Financial Group LLC 1712 *New 2023-12-31 1 $0 1
   FMR LLC 4920 - 2023-12-31 2 $0 -48
   Private Advisor Group LLC 2249 *Closed 2023-12-31 0 $0 -26,265
   Financial Gravity Wealth Inc. 881 - 2023-12-31 18 $0 0
   HARBOUR INVESTMENTS INC. 3053 *Closed 2023-12-31 0 $0 -16
   W. E. Donoghue & Co. LLC 238 *Closed 2023-12-31 0 $0 -31,365
   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
   J P MORGAN CHASE & CO 6211 *Closed 2023-12-31 0 $0 -24,639
   Trilogy Capital Inc. 312 *Closed 2024-03-31 0 $0 -733,968
   Toroso Investments LLC 1548 *Closed 2023-12-31 0 $0 -27,163
   WELLS FARGO & CO/MN 6966 *Closed 2023-12-31 0 $0 -2,000
  80 Records found
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