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AE Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

AE Wealth Management’s Portfolio FLMI Stock Details FLMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.9M Buy
470,914
+314,545
+201% +$7.85M 0.06% 278
2026
Q1 		$3.88M Buy
156,369
+140,859
+908% +$3.53M 0.02% 482
2025
Q4 		$386K Buy
15,510
+1,439
+10% +$35.8K ﹤0.01% 1186
2025
Q3 		$349K Buy
14,071
+1,039
+8% +$25.2K ﹤0.01% 1118
2025
Q2 		$316K Buy
13,032
+4,172
+47% +$101K ﹤0.01% 1101
2025
Q1 		$217K Sell
8,860
-61
-0.7% -$1.5K ﹤0.01% 1243
2024
Q4 		$218K Sell
8,921
-14
-0.2% -$346 ﹤0.01% 1238
2024
Q3 		$223K Buy
+8,935
New +$221K ﹤0.01% 1135
2024
Q2 		– Sell
-8,821
Closed -$216K – 1255
2024
Q1 		$216K Sell
8,821
-7,775
-47% -$189K ﹤0.01% 1066
2023
Q4 		$400K Buy
+16,596
New +$386K ﹤0.01% 1567

Other funds holding FLMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AE Wealth Management's FLMI Position: Q2 2026 in Review

AE Wealth Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 201% in Q2 2026, buying an estimated $7.85M and bringing the position to 470,914 shares worth $11.9M. The position accounts for 0.06% of the portfolio, ranked #278.

AE Wealth Management first reported a position in FLMI in Q4 2023 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • AE Wealth Management held 470,914 shares of Franklin Dynamic Municipal Bond ETF worth $11.9M as of Q2 2026.
  • AE Wealth Management bought 314,545 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $7.85M.
  • Franklin Dynamic Municipal Bond ETF made up 0.06% of AE Wealth Management's portfolio in Q2 2026, its #278 holding.
  • AE Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.