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Ameritas Advisory Services’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-1,253
Closed -$31K – 1336
2025
Q3 		$31K Hold
1,253
– – ﹤0.01% 1266
2025
Q2 		$30.4K Buy
+1,253
New +$30.2K ﹤0.01% 1547
2023
Q2 		– Sell
-921
Closed -$22K – 1237
2023
Q1 		$22K Buy
+921
New +$21.9K ﹤0.01% 1592

Other funds holding FLMI

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Ameriprise
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CCWA
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MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameritas Advisory Services's FLMI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q4 2025, closing a stake of 1,253 shares — an estimated $31K sold.

Ameritas Advisory Services first reported a position in FLMI in Q1 2023 and held it in 3 quarters. The position peaked at $31K in Q3 2025. 197 funds tracked by Wall St. Rank hold FLMI as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,253 Franklin Dynamic Municipal Bond ETF shares in Q4 2025, an estimated $31K.
  • Ameritas Advisory Services first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Franklin Dynamic Municipal Bond ETF position peaked at $31K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.