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Glenview Trust’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Glenview Trust’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
Q2 		– Sell
-106,938
Closed -$2.61M – 510
2025
Q1 		$2.61M Hold
106,938
– – 0.05% 194
2024
Q4 		$2.61M Buy
+106,938
New +$2.65M 0.05% 188

Other funds holding FLMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Glenview Trust's FLMI Position: Q2 2025 in Review

Glenview Trust sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2025, closing a stake of 106,938 shares — an estimated $2.61M sold.

Glenview Trust first reported a position in FLMI in Q4 2024 and held it in 2 quarters. The position peaked at $2.61M in Q1 2025. 140 funds tracked by Wall St. Rank hold FLMI as of Q2 2025.

  • Glenview Trust reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Glenview Trust sold 106,938 Franklin Dynamic Municipal Bond ETF shares in Q2 2025, an estimated $2.61M.
  • Glenview Trust first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Glenview Trust's Franklin Dynamic Municipal Bond ETF position peaked at $2.61M in Q1 2025.
  • 140 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2025.

Based on Glenview Trust's 13F filing for Q2 2025, filed 14 Aug 2025.