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Midwest Financial Partners Investments’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Midwest Financial Partners Investments’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 		$13.2M Buy
568,023
+33,054
+6% +$808K 5.09% 7
2026
Q2 		$13.5M Buy
534,969
+66,444
+14% +$1.66M 5.59% 7
2026
Q1 		$11.6M Buy
468,525
+26,970
+6% +$676K 6.16% 6
2025
Q4 		$11M Buy
+441,555
New +$11M 6.1% 5

Other funds holding FLMI

CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 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
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Midwest Financial Partners Investments's FLMI Position: Q3 2026 in Review

Midwest Financial Partners Investments increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 6.2% in Q3 2026, buying an estimated $808K and bringing the position to 568,023 shares worth $13.2M. The position accounts for 5.09% of the portfolio, ranked #7.

Midwest Financial Partners Investments first reported a position in FLMI in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.5M in Q2 2026. 14 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

  • Midwest Financial Partners Investments held 568,023 shares of Franklin Dynamic Municipal Bond ETF worth $13.2M as of Q3 2026.
  • Midwest Financial Partners Investments bought 33,054 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $808K.
  • Franklin Dynamic Municipal Bond ETF made up 5.09% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #7 holding.
  • Midwest Financial Partners Investments first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Midwest Financial Partners Investments's Franklin Dynamic Municipal Bond ETF position peaked at $13.5M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.