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First Heartland Consultants’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

First Heartland Consultants’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
Q3 		$566K Buy
24,258
+1,359
+6% +$33.2K 0.04% 313
2026
Q2 		$576K Buy
22,899
+3,171
+16% +$79.2K 0.04% 302
2026
Q1 		$489K Buy
19,728
+3,488
+21% +$87.5K 0.04% 290
2025
Q4 		$404K Buy
16,240
+305
+2% +$7.58K 0.03% 333
2025
Q3 		$395K Buy
15,935
+626
+4% +$15.2K 0.03% 340
2025
Q2 		$371K Buy
+15,309
New +$369K 0.03% 335

Other funds holding FLMI

CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

First Heartland Consultants's FLMI Position: Q3 2026 in Review

First Heartland Consultants increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 5.9% in Q3 2026, buying an estimated $33.2K and bringing the position to 24,258 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #313.

First Heartland Consultants first reported a position in FLMI in Q2 2025 and has held it in 6 quarters since. The position peaked at $576K in Q2 2026. 14 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

  • First Heartland Consultants held 24,258 shares of Franklin Dynamic Municipal Bond ETF worth $566K as of Q3 2026.
  • First Heartland Consultants bought 1,359 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $33.2K.
  • Franklin Dynamic Municipal Bond ETF made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #313 holding.
  • First Heartland Consultants first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • First Heartland Consultants's Franklin Dynamic Municipal Bond ETF position peaked at $576K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.