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Duncan Williams Asset Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Duncan Williams Asset Management’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 		– Sell
-12,590
Closed -$316K – 163
2025
Q4 		$316K Buy
+12,590
New +$313K 0.08% 129

Other funds holding FLMI

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CCWA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $530B 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

Duncan Williams Asset Management's FLMI Position: Q1 2026 in Review

Duncan Williams Asset Management sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q1 2026, closing a stake of 12,590 shares — an estimated $316K sold.

Duncan Williams Asset Management first reported a position in FLMI in Q4 2025 and held it in 1 quarter. The position peaked at $316K in Q4 2025. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

  • Duncan Williams Asset Management reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Duncan Williams Asset Management sold 12,590 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $316K.
  • Duncan Williams Asset Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Duncan Williams Asset Management's Franklin Dynamic Municipal Bond ETF position peaked at $316K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.