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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
Q2 		$6.66M Buy
264,522
+26,725
+11% +$667K 0.04% 375
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Equitable Holdings's FLMI Position: Q2 2026 in Review

Equitable Holdings increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 11% in Q2 2026, buying an estimated $667K and bringing the position to 264,522 shares worth $6.66M. The position accounts for 0.04% of the portfolio, ranked #375.

Equitable Holdings first reported a position in FLMI in Q2 2021 and has held it in 15 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Equitable Holdings held 264,522 shares of Franklin Dynamic Municipal Bond ETF worth $6.66M as of Q2 2026.
  • Equitable Holdings bought 26,725 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $667K.
  • Franklin Dynamic Municipal Bond ETF made up 0.04% of Equitable Holdings's portfolio in Q2 2026, its #375 holding.
  • Equitable Holdings first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2021 and has held it in 15 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.