Institutional Ownership
Franklin Templeton ETF Tr
CUSIP 35473P595SENIOR LOAN ETFFLBLQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
12.6%
Max % of class reported
Institutional Holders
118
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Jan 30, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 30, 2026 | First Trust Portfolios L.P. | 13G | 6.1% | 2.43M | SEC |
| 2 | May 1, 2025 | New York Life Investment Management LLC | 13G | 5.8% | 2.54M | SEC |
| 3 | Apr 28, 2025 | First Trust Portfolios L.P. | 13G/A | 4.9% | 2.05M | SEC |
| 4 | Jul 12, 2024 | First Trust Portfolios LP | 13G/A | 8.0% | 1.61M | SEC |
| 5 | Jan 19, 2024 | First Trust Portfolios LP | 13G/A | 12.0% | 1.52M | SEC |
| 6 | Jan 27, 2023 | First Trust Portfolios LP | 13G/A | 12.6% | 1.14M | SEC |
| 7 | Oct 6, 2022 | First Trust Portfolios LP | 13G | 10.4% | 983.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | New York Life Investment Management LLC | 2.70M | $62.03M |
| 2 | Bank Of New York Mellon Corp | 1.93M | $44.46M |
| 3 | Lpl Financial LLC | 1.28M | $29.39M |
| 4 | Envestnet Asset Management Inc | 1.14M | $26.32M |
| 5 | Bank Of Montreal /Can/ | 1.04M | $23.93M |
| 6 | Shp Wealth Management | 1.04M | $23.83M |
| 7 | Franklin Resources Inc | 895.3K | $20.59M |
| 8 | Raymond James Financial Inc | 858.4K | $19.74M |
| 9 | Curran Financial Partners, LLC | 733.5K | $16.87M |
| 10 | Sage Advisory Services, Ltd.Co. | 716.2K | $16.47M |