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Crossmark Global Holdings’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Crossmark Global Holdings’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
2025
Q3 		– Sell
-8,766
Closed -$213K – 1308
2025
Q2 		$213K Sell
8,766
-57
-0.6% -$1.37K ﹤0.01% 1245
2025
Q1 		$216K Buy
+8,823
New +$217K ﹤0.01% 1234

Other funds holding FLMI

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CCWA
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Crossmark Global Holdings's FLMI Position: Q3 2025 in Review

Crossmark Global Holdings sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q3 2025, closing a stake of 8,766 shares — an estimated $213K sold.

Crossmark Global Holdings first reported a position in FLMI in Q1 2025 and held it in 2 quarters. The position peaked at $216K in Q1 2025. 162 funds tracked by Wall St. Rank hold FLMI as of Q3 2025.

  • Crossmark Global Holdings reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 8,766 Franklin Dynamic Municipal Bond ETF shares in Q3 2025, an estimated $213K.
  • Crossmark Global Holdings first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and held it in 2 quarters.
  • Crossmark Global Holdings's Franklin Dynamic Municipal Bond ETF position peaked at $216K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2025.

Based on Crossmark Global Holdings's 13F filing for Q3 2025, filed 12 Nov 2025.