Essex Financial Services’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Essex Financial Services’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	$1.05M	Buy	41,776 +9,462	+29%	+$236K	0.05%	307
2026 Q1	$801K	Buy	32,314 +2,886	+10%	+$72.4K	0.04%	338
2025 Q4	$732K	Buy	29,428 +11,722	+66%	+$292K	0.04%	351
2025 Q3	$439K	Sell	17,706 -5,349	-23%	-$130K	0.03%	462
2025 Q2	$559K	Sell	23,055 -591	-2%	-$14.2K	0.04%	383
2025 Q1	$578K	Sell	23,646 -2,282	-9%	-$56K	0.04%	348
2024 Q4	$634K	Buy	25,928 +466	+2%	+$11.5K	0.04%	328
2024 Q3	$631K	Buy	25,462 +1,159	+5%	+$28.6K	0.05%	332
2024 Q2	$598K	Buy	24,303 +79	+0.3%	+$1.92K	0.04%	339
2024 Q1	$594K	Buy	24,224 +11,304	+87%	+$275K	0.05%	294
2023 Q4	$313K	Buy	+12,920	New	+$301K	0.03%	388

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

Essex Financial Services's FLMI Position: Q2 2026 in Review

Essex Financial Services increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 29% in Q2 2026, buying an estimated $236K and bringing the position to 41,776 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #307.

Essex Financial Services first reported a position in FLMI in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

Essex Financial Services held 41,776 shares of Franklin Dynamic Municipal Bond ETF worth $1.05M as of Q2 2026.
Essex Financial Services bought 9,462 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $236K.
Franklin Dynamic Municipal Bond ETF made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #307 holding.
Essex Financial Services first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.