Focus Partners Wealth
FLMI icon

Focus Partners Wealth’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Focus Partners Wealth’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
Q1 		$31M Sell
28,066
-1,381,324
-98% -$34.6M 0.03% 391
2025
Q4 		$34.9M Sell
1,409,390
-16,625
-1% -$413K 0.04% 357
2025
Q3 		$35.3M Buy
1,426,015
+116,257
+9% +$2.82M 0.06% 279
2025
Q2 		$31.8M Buy
1,309,758
+21,856
+2% +$527K 0.07% 263
2025
Q1 		$31.5M Sell
1,287,902
-18,114
-1% -$445K 0.08% 243
2024
Q4 		$31.9M Buy
1,306,016
+26,293
+2% +$650K 0.08% 233
2024
Q3 		$32M Buy
1,279,723
+1,234,863
+2,753% +$30.5M 0.1% 196
2024
Q2 		$1.09M Buy
+44,860
New +$1.09M ﹤0.01% 785

Other funds holding FLMI

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CCWA
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return