Bill Few Associates’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Bill Few Associates’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	$385K	Hold	15,302	–	–	0.08%	155
2026 Q1	$379K	Hold	15,302	–	–	0.09%	143
2025 Q4	$381K	Hold	15,302	–	–	0.09%	138
2025 Q3	$379K	Hold	15,302	–	–	0.1%	137
2025 Q2	$371K	Hold	15,302	–	–	0.11%	132
2025 Q1	$374K	Hold	15,302	–	–	0.13%	120
2024 Q4	$374K	Hold	15,302	–	–	0.13%	119
2024 Q3	$383K	Hold	15,302	–	–	0.14%	119
2024 Q2	$373K	Hold	15,302	–	–	0.14%	118
2024 Q1	$375K	Hold	15,302	–	–	0.15%	109
2023 Q4	$371K	Hold	15,302	–	–	0.17%	102
2023 Q3	$351K	Hold	15,302	–	–	0.18%	94
2023 Q2	$366K	Hold	15,302	–	–	0.19%	89
2023 Q1	$366K	Hold	15,302	–	–	0.2%	92
2022 Q4	$357K	Buy	+15,302	New	+$353K	0.21%	86

Other funds holding FLMI

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return