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Atria Wealth Solutions’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Atria Wealth Solutions’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
Q2 		$603K Buy
24,886
+13,095
+111% +$316K 0.01% 833
2025
Q1 		$288K Buy
11,791
+1,801
+18% +$44.2K ﹤0.01% 1489
2024
Q4 		$244K Buy
+9,990
New +$247K ﹤0.01% 1680

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
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Atria Wealth Solutions's FLMI Position: Q2 2025 in Review

Atria Wealth Solutions increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 111% in Q2 2025, buying an estimated $316K and bringing the position to 24,886 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #833.

Atria Wealth Solutions first reported a position in FLMI in Q4 2024 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold FLMI as of Q2 2025.

  • Atria Wealth Solutions held 24,886 shares of Franklin Dynamic Municipal Bond ETF worth $603K as of Q2 2025.
  • Atria Wealth Solutions bought 13,095 Franklin Dynamic Municipal Bond ETF shares in Q2 2025, an estimated $316K.
  • Franklin Dynamic Municipal Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #833 holding.
  • Atria Wealth Solutions first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.