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Meridian Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Meridian Wealth Management’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 		$1.18M Buy
47,447
+5,143
+12% +$129K 0.04% 326
2025
Q4 		$1.05M Buy
42,304
+2,213
+6% +$55K 0.04% 340
2025
Q3 		$993K Buy
40,091
+1,640
+4% +$39.8K 0.04% 329
2025
Q2 		$933K Buy
+38,451
New +$927K 0.04% 323

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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

Meridian Wealth Management's FLMI Position: Q1 2026 in Review

Meridian Wealth Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 12% in Q1 2026, buying an estimated $129K and bringing the position to 47,447 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #326.

Meridian Wealth Management first reported a position in FLMI in Q2 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

  • Meridian Wealth Management held 47,447 shares of Franklin Dynamic Municipal Bond ETF worth $1.18M as of Q1 2026.
  • Meridian Wealth Management bought 5,143 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $129K.
  • Franklin Dynamic Municipal Bond ETF made up 0.04% of Meridian Wealth Management's portfolio in Q1 2026, its #326 holding.
  • Meridian Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.