MWA
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MFA Wealth Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

MFA Wealth 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 		$9.85M Sell
422,473
-4,089
-1% -$100K 1.67% 20
2026
Q2 		$10.7M Buy
426,562
+285,009
+201% +$7.12M 1.83% 16
2026
Q1 		$3.51M Buy
+141,553
New +$3.55M 0.69% 30

Other funds holding FLMI

CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
VWM
Verus Wealth Management De Pere, Wisconsin $159M AUM 11.71% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

MFA Wealth Advisors's FLMI Position: Q3 2026 in Review

MFA Wealth Advisors reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 0.96% in Q3 2026, selling an estimated $100K and leaving 422,473 shares worth $9.85M. The position accounts for 1.67% of the portfolio, ranked #20.

MFA Wealth Advisors first reported a position in FLMI in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.7M in Q2 2026. 20 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

  • MFA Wealth Advisors held 422,473 shares of Franklin Dynamic Municipal Bond ETF worth $9.85M as of Q3 2026.
  • MFA Wealth Advisors sold 4,089 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $100K.
  • Franklin Dynamic Municipal Bond ETF made up 1.67% of MFA Wealth Advisors's portfolio in Q3 2026, its #20 holding.
  • MFA Wealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • MFA Wealth Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $10.7M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.