EWA
FLMI icon

EverSource Wealth Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

EverSource Wealth Advisors’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
2025
Q1 		– Sell
-7,857
Closed -$192K – 4080
2024
Q4 		$192K Buy
+7,857
New +$194K 0.01% 672

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $1B AUM 19.75% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

EverSource Wealth Advisors's FLMI Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q1 2025, closing a stake of 7,857 shares — an estimated $192K sold.

EverSource Wealth Advisors first reported a position in FLMI in Q4 2024 and held it in 1 quarter. The position peaked at $192K in Q4 2024. 125 funds tracked by Wall St. Rank hold FLMI as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 7,857 Franklin Dynamic Municipal Bond ETF shares in Q1 2025, an estimated $192K.
  • EverSource Wealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $192K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.