CAPTRUST Financial Advisors
FLMI icon

CAPTRUST Financial Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

CAPTRUST Financial Advisors’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 		$762K Sell
30,756
-9,207
-23% -$231K ﹤0.01% 1755
2025
Q4 		$994K Sell
39,963
-5,696
-12% -$142K ﹤0.01% 1512
2025
Q3 		$1.13M Sell
45,659
-2,581
-5% -$62.6K ﹤0.01% 1353
2025
Q2 		$1.17M Sell
48,240
-22,835
-32% -$550K ﹤0.01% 1261
2025
Q1 		$1.74M Buy
71,075
+315
+0.4% +$7.73K ﹤0.01% 968
2024
Q4 		$1.73M Sell
70,760
-3,028
-4% -$74.9K ﹤0.01% 943
2024
Q3 		$1.85M Sell
73,788
-2,113
-3% -$52.2K 0.01% 890
2024
Q2 		$1.85M Sell
75,901
-220
-0.3% -$5.34K 0.01% 858
2024
Q1 		$1.87M Sell
76,121
-14,616
-16% -$355K 0.01% 836
2023
Q4 		$2.2M Sell
90,737
-19,440
-18% -$453K 0.01% 858
2023
Q3 		$2.53M Buy
110,177
+713
+0.7% +$16.8K 0.01% 766
2023
Q2 		$2.62M Buy
+109,464
New +$2.61M 0.01% 725

Other funds holding FLMI

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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