Financial Advocates Investment Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
47,743
-33,335
| -41% | -$809K | 0.09% | 208 |
|
|
2025
Q1 | $1.98M | Buy |
81,078
+35,534
| +78% | +$868K | 0.14% | 167 |
|
|
2024
Q4 | $1.11M | Sell |
45,544
-460
| -1% | -$11.2K | 0.06% | 284 |
|
|
2024
Q3 | $1.15M | Sell |
46,004
-3,027
| -6% | -$75.7K | 0.07% | 281 |
|
|
2024
Q2 | $1.2M | Buy |
49,031
+2,890
| +6% | +$70.5K | 0.07% | 251 |
|
|
2024
Q1 | $1.13M | Buy |
46,141
+8,328
| +22% | +$204K | 0.07% | 287 |
|
|
2023
Q4 | $917K | Buy |
37,813
+5,289
| +16% | +$128K | 0.06% | 303 |
|
|
2023
Q3 | $746K | Buy |
32,524
+2,337
| +8% | +$53.6K | 0.05% | 325 |
|
|
2023
Q2 | $721K | Buy |
30,187
+18,460
| +157% | +$441K | 0.05% | 323 |
|
|
2023
Q1 | $281K | Buy |
11,727
+2,326
| +25% | +$55.6K | 0.02% | 567 |
|
|
2022
Q4 | $220K | Buy |
+9,401
| New | +$220K | 0.02% | 653 |
|