IFP Advisors
FLMI icon

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
Q3 		$834K Buy
35,777
+10,728
+43% +$262K 0.01% 857
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

IFP Advisors's FLMI Position: Q3 2026 in Review

IFP Advisors increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 43% in Q3 2026, buying an estimated $262K and bringing the position to 35,777 shares worth $834K. The position accounts for 0.01% of the portfolio, ranked #857.

IFP Advisors first reported a position in FLMI in Q1 2024 and has held it in 11 quarters since. 136 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

  • IFP Advisors held 35,777 shares of Franklin Dynamic Municipal Bond ETF worth $834K as of Q3 2026.
  • IFP Advisors bought 10,728 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $262K.
  • Franklin Dynamic Municipal Bond ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #857 holding.
  • IFP Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • 136 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.