Capital Analysts LLC’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Capital Analysts LLC’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	$290K	Buy	11,529 +155	+1%	+$3.87K	0.01%	612
2026 Q1	$282K	Hold	11,374	–	–	0.01%	573
2025 Q4	$283K	Buy	11,374 +8,665	+320%	+$215K	0.01%	544
2025 Q3	$67K	Buy	2,709 +2,209	+442%	+$53.6K	﹤0.01%	824
2025 Q2	$12K	Hold	500	–	–	﹤0.01%	1108
2025 Q1	$12K	Hold	500	–	–	﹤0.01%	1093
2024 Q4	$12K	Hold	500	–	–	﹤0.01%	1031
2024 Q3	$13K	Hold	500	–	–	﹤0.01%	978
2024 Q2	$12K	Hold	500	–	–	﹤0.01%	933
2024 Q1	$12K	Hold	500	–	–	﹤0.01%	902
2023 Q4	$12K	Hold	500	–	–	﹤0.01%	876
2023 Q3	$11K	Buy	+500	New	+$11.8K	﹤0.01%	866

Other funds holding FLMI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Capital Analysts LLC's FLMI Position: Q2 2026 in Review

Capital Analysts LLC increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 1.4% in Q2 2026, buying an estimated $3.87K and bringing the position to 11,529 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #612.

Capital Analysts LLC first reported a position in FLMI in Q3 2023 and has held it in 12 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Capital Analysts LLC held 11,529 shares of Franklin Dynamic Municipal Bond ETF worth $290K as of Q2 2026.
Capital Analysts LLC bought 155 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $3.87K.
Franklin Dynamic Municipal Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #612 holding.
Capital Analysts LLC first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.