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

Equitable 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
2026 Q1	$5.91M	Buy	237,797 +22,180	+10%	+$556K	0.04%	388
2025 Q4	$5.36M	Buy	215,617 +92,949	+76%	+$2.31M	0.04%	358
2025 Q3	$3.04M	Buy	122,668 +63,877	+109%	+$1.55M	0.02%	484
2025 Q2	$1.43M	Buy	58,791 +24,354	+71%	+$587K	0.01%	690
2025 Q1	$842K	Buy	34,437 +19,427	+129%	+$477K	0.01%	765
2024 Q4	$367K	Hold	15,010	–	–	﹤0.01%	973
2024 Q3	$375K	Hold	15,010	–	–	﹤0.01%	956
2024 Q2	$366K	Sell	15,010 -1,500	-9%	-$36.4K	﹤0.01%	936
2024 Q1	$405K	Sell	16,510 -6,114	-27%	-$148K	﹤0.01%	878
2023 Q4	$549K	Buy	+22,624	New	+$527K	0.01%	743
2022 Q2	–	Sell	-11,763	Closed	-$292K	–	870
2022 Q1	$292K	Sell	11,763 -3,857	-25%	-$99.6K	﹤0.01%	721
2021 Q4	$419K	Sell	15,620 -57,038	-79%	-$1.52M	0.01%	609
2021 Q3	$1.94M	Buy	72,658 +51,645	+246%	+$1.4M	0.03%	265
2021 Q2	$564K	Buy	+21,013	New	+$562K	0.01%	512

Other funds holding FLMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Equitable Holdings's FLMI Position: Q1 2026 in Review

Equitable Holdings increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 10% in Q1 2026, buying an estimated $556K and bringing the position to 237,797 shares worth $5.91M. The position accounts for 0.04% of the portfolio, ranked #388.

Equitable Holdings first reported a position in FLMI in Q2 2021 and has held it in 14 quarters since. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

Equitable Holdings held 237,797 shares of Franklin Dynamic Municipal Bond ETF worth $5.91M as of Q1 2026.
Equitable Holdings bought 22,180 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $556K.
Franklin Dynamic Municipal Bond ETF made up 0.04% of Equitable Holdings's portfolio in Q1 2026, its #388 holding.
Equitable Holdings first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2021 and has held it in 14 quarters since.
207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.