Kestra Advisory Services’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Kestra Advisory Services’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	$3.92M	Buy	168,226 +20,129	+14%	+$492K	0.01%	1032
2026 Q2	$3.73M	Buy	148,097 +46,990	+46%	+$1.17M	0.01%	1000
2026 Q1	$2.51M	Buy	101,107 +6,520	+7%	+$163K	0.01%	1170
2025 Q4	$2.35M	Buy	94,587 +17,249	+22%	+$429K	0.01%	1121
2025 Q3	$1.92M	Buy	77,338 +8,341	+12%	+$202K	0.01%	1175
2025 Q2	$1.67M	Buy	68,997 +12,171	+21%	+$293K	0.01%	1177
2025 Q1	$1.39M	Buy	56,826 +18,969	+50%	+$466K	0.01%	1181
2024 Q4	$925K	Buy	37,857 +4,475	+13%	+$111K	0.01%	1467
2024 Q3	$835K	Buy	33,382 +7,731	+30%	+$191K	﹤0.01%	1433
2024 Q2	$626K	Buy	25,651 +4,807	+23%	+$117K	﹤0.01%	1631
2024 Q1	$511K	Buy	20,844 +6,959	+50%	+$169K	﹤0.01%	1654
2023 Q4	$337K	Buy	+13,885	New	+$323K	﹤0.01%	1769
2021 Q3	–	Sell	-19,279	Closed	-$518K	–	2136
2021 Q2	$518K	Buy	+19,279	New	+$515K	0.01%	1262

Other funds holding FLMI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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 Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Kestra Advisory Services's FLMI Position: Q3 2026 in Review

Kestra Advisory Services increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 14% in Q3 2026, buying an estimated $492K and bringing the position to 168,226 shares worth $3.92M. The position accounts for 0.01% of the portfolio, ranked #1032.

Kestra Advisory Services first reported a position in FLMI in Q2 2021 and has held it in 13 quarters since. 126 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

Kestra Advisory Services held 168,226 shares of Franklin Dynamic Municipal Bond ETF worth $3.92M as of Q3 2026.
Kestra Advisory Services bought 20,129 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $492K.
Franklin Dynamic Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1032 holding.
Kestra Advisory Services first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2021 and has held it in 13 quarters since.
126 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.