D.A. Davidson & Co’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

D.A. Davidson & Co’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	$735K	Buy	29,189 +1,960	+7%	+$48.9K	﹤0.01%	1070
2026 Q1	$675K	Hold	27,229	–	–	﹤0.01%	1062
2025 Q4	$677K	Hold	27,229	–	–	﹤0.01%	1032
2025 Q3	$674K	Buy	27,229 +8,875	+48%	+$215K	﹤0.01%	1011
2025 Q2	$445K	Buy	18,354 +4,000	+28%	+$96.4K	﹤0.01%	1100
2025 Q1	$351K	Buy	14,354 +5,875	+69%	+$144K	﹤0.01%	1156
2024 Q4	$207K	Buy	+8,479	New	+$210K	﹤0.01%	1330

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

D.A. Davidson & Co's FLMI Position: Q2 2026 in Review

D.A. Davidson & Co increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 7.2% in Q2 2026, buying an estimated $48.9K and bringing the position to 29,189 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

D.A. Davidson & Co first reported a position in FLMI in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

D.A. Davidson & Co held 29,189 shares of Franklin Dynamic Municipal Bond ETF worth $735K as of Q2 2026.
D.A. Davidson & Co bought 1,960 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $48.9K.
Franklin Dynamic Municipal Bond ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1070 holding.
D.A. Davidson & Co first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.