Cetera Investment Advisers
FLMI icon

Cetera Investment Advisers’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Cetera Investment Advisers’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 		$35.9M Buy
1,446,903
+275,864
+24% +$6.92M 0.04% 473
2025
Q4 		$29.1M Buy
1,171,039
+295,860
+34% +$7.36M 0.03% 508
2025
Q3 		$21.7M Buy
875,179
+195,852
+29% +$4.75M 0.03% 607
2025
Q2 		$16.5M Buy
679,327
+472,025
+228% +$11.4M 0.03% 596
2025
Q1 		$5.07M Buy
207,302
+57,801
+39% +$1.42M 0.01% 1106
2024
Q4 		$3.65M Buy
149,501
+39,007
+35% +$965K 0.01% 1231
2024
Q3 		$2.76M Buy
110,494
+68,033
+160% +$1.68M 0.01% 1377
2024
Q2 		$1.04M Sell
42,461
-589
-1% -$14.3K ﹤0.01% 2057
2024
Q1 		$1.06M Buy
43,050
+34,785
+421% +$845K ﹤0.01% 2028
2023
Q4 		$201K Sell
8,265
-1,908
-19% -$44.4K ﹤0.01% 2046
2023
Q3 		$233K Buy
10,173
+260
+3% +$6.14K ﹤0.01% 1882
2023
Q2 		$237K Buy
9,913
+850
+9% +$20.3K ﹤0.01% 1888
2023
Q1 		$217K Buy
9,063
+307
+4% +$7.31K ﹤0.01% 1910
2022
Q4 		$205K Buy
+8,756
New +$202K ﹤0.01% 1892

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
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return