Breakwater Capital Group’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Breakwater Capital Group’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 Q3	$259K	Buy	+11,124	New	+$272K	0.03%	340

Other funds holding FLMI

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Gerald Baker Financial Group Arlington, Texas $354M AUM

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Breakwater Capital Group's FLMI Position: Q3 2026 in Review

Breakwater Capital Group opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q3 2026: 11,124 shares worth $259K. The stake represents 0.03% of the portfolio and ranks #340 among its holdings.

14 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Breakwater Capital Group held 11,124 shares of Franklin Dynamic Municipal Bond ETF worth $259K as of Q3 2026.
Franklin Dynamic Municipal Bond ETF was a new Breakwater Capital Group position in Q3 2026.
Franklin Dynamic Municipal Bond ETF made up 0.03% of Breakwater Capital Group's portfolio in Q3 2026, its #340 holding.
14 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Breakwater Capital Group's 13F filing for Q3 2026, filed 9 Oct 2026.