CAL
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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return