Financial Advocates Investment Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Financial Advocates Investment Management’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 Q3	$375K	Sell	15,143 -32,600	-68%	-$791K	0.21%	81
2025 Q2	$1.16M	Sell	47,743 -33,335	-41%	-$803K	0.09%	208
2025 Q1	$1.98M	Buy	81,078 +35,534	+78%	+$872K	0.14%	167
2024 Q4	$1.11M	Sell	45,544 -460	-1%	-$11.4K	0.06%	284
2024 Q3	$1.15M	Sell	46,004 -3,027	-6%	-$74.8K	0.07%	281
2024 Q2	$1.2M	Buy	49,031 +2,890	+6%	+$70.2K	0.07%	251
2024 Q1	$1.13M	Buy	46,141 +8,328	+22%	+$202K	0.07%	287
2023 Q4	$917K	Buy	37,813 +5,289	+16%	+$123K	0.06%	303
2023 Q3	$746K	Buy	32,524 +2,337	+8%	+$55.2K	0.05%	327
2023 Q2	$721K	Buy	30,187 +18,460	+157%	+$441K	0.05%	324
2023 Q1	$281K	Buy	11,727 +2,326	+25%	+$55.4K	0.02%	574
2022 Q4	$220K	Buy	+9,401	New	+$217K	0.02%	658

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 $432B AUM 30.22% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's FLMI Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 68% in Q3 2025, selling an estimated $791K and leaving 15,143 shares worth $375K. The position accounts for 0.21% of the portfolio, ranked #81.

Financial Advocates Investment Management first reported a position in FLMI in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.98M in Q1 2025. 162 funds tracked by Wall St. Rank hold FLMI as of Q3 2025.

Financial Advocates Investment Management held 15,143 shares of Franklin Dynamic Municipal Bond ETF worth $375K as of Q3 2025.
Financial Advocates Investment Management sold 32,600 Franklin Dynamic Municipal Bond ETF shares in Q3 2025, an estimated $791K.
Franklin Dynamic Municipal Bond ETF made up 0.21% of Financial Advocates Investment Management's portfolio in Q3 2025, its #81 holding.
Financial Advocates Investment Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2022 and has held it in 12 quarters since.
Financial Advocates Investment Management's Franklin Dynamic Municipal Bond ETF position peaked at $1.98M in Q1 2025.
162 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.