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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
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 10 *New 2024-03-31 245,328 $6,009,000 245,328
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 8 *New 2024-03-31 167,305 $4,098,000 167,305
   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
   3EDGE Asset Management LP 34 *New 2024-03-31 61,656 $1,510,000 61,656
   SILVER OAK SECURITIES Inc 134 *New 2024-03-31 44,723 $1,095,000 44,723
   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
   Kathmere Capital Management LLC 156 *New 2024-03-31 21,626 $530,000 21,626
   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
   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
   Fermata Advisors LLC 159 *New 2024-03-31 12,823 $314,000 12,823
   CALAMOS ADVISORS LLC 523 *New 2024-03-31 10,546 $258,000 10,546
   Integrated Wealth Concepts LLC 1409 *New 2023-12-31 8,992 $218,000 8,992
   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
   CWM LLC 3056 *New 2024-03-31 623 $15,000 623
   BFSG LLC 532 *New 2024-03-31 250 $6,000 250
   DB Wealth Management Group LLC 325 *New 2023-12-31 170 $4,000 170
   Bank of New Hampshire 454 *New 2024-03-31 111 $3,000 111
  22 Records found
  1    
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