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Benjamin F. Edwards & Company’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$137K Sell
5,608
-1,414
-20% -$34.3K ﹤0.01% 1017
2024
Q1 		$172K Hold
7,022
– – ﹤0.01% 952
2023
Q4 		$170K Sell
7,022
-3,874
-36% -$90.2K ﹤0.01% 923
2023
Q3 		$250K Hold
10,896
– – 0.01% 674
2023
Q2 		$260K Buy
10,896
+1,632
+18% +$38.9K 0.01% 657
2023
Q1 		$222K Sell
9,264
-525
-5% -$12.5K 0.01% 688
2022
Q4 		$229K Buy
9,789
+1,156
+13% +$26.7K 0.01% 684
2022
Q3 		$196K Sell
8,633
-1,330
-13% -$31.7K 0.01% 681
2022
Q2 		$236K Buy
9,963
+2,700
+37% +$64.5K 0.01% 633
2022
Q1 		$180K Sell
7,263
-395
-5% -$10.2K 0.01% 717
2021
Q4 		$205K Hold
7,658
– – 0.01% 678
2021
Q3 		$204K Buy
7,658
+75
+1% +$2.03K 0.01% 648
2021
Q2 		$204K Buy
7,583
+326
+4% +$8.71K 0.01% 645
2021
Q1 		$191K Hold
7,257
– – 0.01% 688
2020
Q4 		$191K Buy
7,257
+276
+4% +$7.14K 0.01% 656
2020
Q3 		$179K Sell
6,981
-2,100
-23% -$53.7K 0.01% 612
2020
Q2 		$229K Buy
9,081
+2,100
+30% +$52.1K 0.02% 541
2020
Q1 		$172K Buy
+6,981
New +$177K 0.01% 544

Other funds holding FLMI

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

Benjamin F. Edwards & Company's FLMI Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 20% in Q2 2024, selling an estimated $34.3K and leaving 5,608 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Benjamin F. Edwards & Company first reported a position in FLMI in Q1 2020 and has held it in 18 quarters since. The position peaked at $260K in Q2 2023. 68 funds tracked by Wall St. Rank hold FLMI as of Q2 2024.

  • Benjamin F. Edwards & Company held 5,608 shares of Franklin Dynamic Municipal Bond ETF worth $137K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 1,414 Franklin Dynamic Municipal Bond ETF shares in Q2 2024, an estimated $34.3K.
  • Franklin Dynamic Municipal Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1017 holding.
  • Benjamin F. Edwards & Company first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2020 and has held it in 18 quarters since.
  • Benjamin F. Edwards & Company's Franklin Dynamic Municipal Bond ETF position peaked at $260K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.