IFP Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

IFP Advisors’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 Q2	$630K	Buy	25,049 +3,056	+14%	+$76.3K	0.01%	941
2026 Q1	$545K	Sell	21,993 -446	-2%	-$11.2K	0.01%	925
2025 Q4	$558K	Buy	22,439 +10,192	+83%	+$253K	0.01%	883
2025 Q3	$303K	Buy	12,247 +46	+0.4%	+$1.12K	0.01%	1091
2025 Q2	$296K	Buy	12,201 +6,230	+104%	+$150K	0.01%	1067
2025 Q1	$146K	Buy	5,971 +1,841	+45%	+$45.2K	﹤0.01%	1322
2024 Q4	$101K	Buy	4,130 +36	+0.9%	+$890	﹤0.01%	1461
2024 Q3	$102K	Sell	4,094 -268	-6%	-$6.62K	﹤0.01%	1392
2024 Q2	$106K	Buy	4,362 +2,362	+118%	+$57.4K	﹤0.01%	1340
2024 Q1	$49.1K	Buy	+2,000	New	+$48.6K	﹤0.01%	1604

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 $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

IFP Advisors's FLMI Position: Q2 2026 in Review

IFP Advisors increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 14% in Q2 2026, buying an estimated $76.3K and bringing the position to 25,049 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #941.

IFP Advisors first reported a position in FLMI in Q1 2024 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

IFP Advisors held 25,049 shares of Franklin Dynamic Municipal Bond ETF worth $630K as of Q2 2026.
IFP Advisors bought 3,056 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $76.3K.
Franklin Dynamic Municipal Bond ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #941 holding.
IFP Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.