WealthPlan Investment Management LLC Has $14.01 Million Holdings in Franklin Senior Loan ETF (BATS:FLBL)

Posted by Caroline Horne on Feb 15th, 2025

WealthPlan Investment Management LLC lifted its holdings in shares of Franklin Senior Loan ETF (BATS:FLBL – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 577,532 shares of the company’s stock after buying an additional 5,133 shares during the quarter. Franklin Senior Loan ETF comprises approximately 1.4% of WealthPlan Investment Management LLC’s investment portfolio, making the stock its 15th biggest holding. WealthPlan Investment Management LLC owned about 3.94% of Franklin Senior Loan ETF worth $14,014,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Eagle Bay Advisors LLC bought a new stake in shares of Franklin Senior Loan ETF in the 4th quarter valued at $25,000. Farther Finance Advisors LLC acquired a new stake in shares of Franklin Senior Loan ETF during the third quarter worth about $109,000. Focus Financial Network Inc. acquired a new position in shares of Franklin Senior Loan ETF in the 3rd quarter valued at approximately $203,000. TFB Advisors LLC boosted its position in shares of Franklin Senior Loan ETF by 15.7% during the third quarter. TFB Advisors LLC now owns 9,655 shares of the company’s stock worth $234,000 after buying an additional 1,310 shares during the period. Finally, Raymond James Trust N.A. bought a new position in shares of Franklin Senior Loan ETF during the third quarter worth about $243,000.

Franklin Senior Loan ETF Price Performance

BATS:FLBL opened at $24.30 on Friday. The business’s fifty day moving average price is $24.31 and its 200 day moving average price is $24.30.

Franklin Senior Loan ETF Cuts Dividend

The firm also recently announced a dividend, which was paid on Thursday, February 6th. Investors of record on Monday, February 3rd were given a $0.1335 dividend. The ex-dividend date was Monday, February 3rd.

Franklin Senior Loan ETF Profile

(Free Report)

The Franklin Senior Loan ETF (FLBL) is an exchange-traded fund that is based on the SP\u002FLSTA US Leveraged Loan 100 index. The fund is an actively managed fund investing in USD-denominated senior loans. FLBL was launched on May 30, 2018 and is managed by Franklin Templeton.