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LPL Financial’s
Franklin Dynamic Municipal Bond ETF
FLMI
Stock Holding History
LPL Financial’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
$146M
Buy
5,871,256
+1,064,622
+22%
+$26.7M
0.04%
437
2025
Q4
$120M
Buy
4,806,634
+1,034,603
+27%
+$25.7M
0.03%
479
2025
Q3
$93.4M
Buy
3,772,031
+875,033
+30%
+$21.2M
0.03%
545
2025
Q2
$70.3M
Sell
2,896,998
-187,462
-6%
-$4.52M
0.02%
623
2025
Q1
$75.4M
Buy
3,084,460
+493,257
+19%
+$12.1M
0.03%
522
2024
Q4
$63.3M
Buy
2,591,203
+1,528,430
+144%
+$37.8M
0.03%
551
2024
Q3
$26.6M
Buy
1,062,773
+157,898
+17%
+$3.9M
0.01%
895
2024
Q2
$22.1M
Buy
904,875
+233,081
+35%
+$5.66M
0.01%
918
2024
Q1
$16.5M
Buy
671,794
+134,775
+25%
+$3.27M
0.01%
1032
2023
Q4
$13M
Sell
537,019
-16,094
-3%
-$375K
0.01%
1096
2023
Q3
$12.7M
Buy
553,113
+239,775
+77%
+$5.66M
0.01%
1027
2023
Q2
$7.49M
Buy
313,338
+26,556
+9%
+$634K
0.01%
1308
2023
Q1
$6.86M
Buy
286,782
+61,567
+27%
+$1.47M
0.01%
1316
2022
Q4
$5.26M
Sell
225,215
-27,930
-11%
-$645K
﹤0.01%
1418
2022
Q3
$5.76M
Buy
253,145
+908
+0.4%
+$21.6K
0.01%
1286
2022
Q2
$5.97M
Buy
252,237
+148,818
+144%
+$3.56M
0.01%
1272
2022
Q1
$2.57M
Buy
103,419
+81,106
+363%
+$2.09M
﹤0.01%
1859
2021
Q4
$598K
Buy
+22,313
New
+$596K
﹤0.01%
3117
Other funds holding FLMI
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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