Heritage Oak Wealth Advisors LLC Takes Position in Franklin Senior Loan ETF (BATS:FLBL)

Heritage Oak Wealth Advisors LLC purchased a new position in shares of Franklin Senior Loan ETF (BATS:FLBL) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 114,249 shares of the company’s stock, valued at approximately $2,772,000. Franklin Senior Loan ETF comprises 1.3% of Heritage Oak Wealth Advisors LLC’s investment portfolio, making the stock its 14th biggest holding.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Focus Financial Network Inc. purchased a new stake in Franklin Senior Loan ETF in the 3rd quarter valued at approximately $203,000. CacheTech Inc. lifted its holdings in shares of Franklin Senior Loan ETF by 114.9% in the 3rd quarter. CacheTech Inc. now owns 32,956 shares of the company’s stock valued at $800,000 after buying an additional 17,621 shares during the period. Farther Finance Advisors LLC purchased a new stake in shares of Franklin Senior Loan ETF in the third quarter valued at approximately $109,000. TFB Advisors LLC raised its position in Franklin Senior Loan ETF by 15.7% in the third quarter. TFB Advisors LLC now owns 9,655 shares of the company’s stock worth $234,000 after acquiring an additional 1,310 shares in the last quarter. Finally, Assetmark Inc. lifted its holdings in Franklin Senior Loan ETF by 18.4% in the third quarter. Assetmark Inc. now owns 448,303 shares of the company’s stock valued at $10,880,000 after acquiring an additional 69,820 shares during the period.

Franklin Senior Loan ETF Stock Performance

BATS:FLBL opened at $24.29 on Thursday. The stock’s fifty day moving average is $24.31 and its two-hundred day moving average is $24.30.

Franklin Senior Loan ETF Cuts Dividend

The business also recently disclosed a dividend, which was paid on Thursday, February 6th. Investors of record on Monday, February 3rd were paid a dividend of $0.1335 per share. The ex-dividend date of this dividend was Monday, February 3rd.

Franklin Senior Loan ETF Company Profile

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.