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OneDigital Investment Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

OneDigital Investment 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
2022
Q3 		– Sell
-19,729
Closed -$467K – 769
2022
Q2 		$467K Buy
19,729
+113
+0.6% +$2.7K 0.02% 434
2022
Q1 		$487K Buy
19,616
+102
+0.5% +$2.63K 0.02% 449
2021
Q4 		$523K Buy
19,514
+868
+5% +$23.2K 0.02% 436
2021
Q3 		$497K Buy
+18,646
New +$504K 0.02% 418

Other funds holding FLMI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

OneDigital Investment Advisors's FLMI Position: Q3 2022 in Review

OneDigital Investment Advisors sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q3 2022, closing a stake of 19,729 shares — an estimated $467K sold.

OneDigital Investment Advisors first reported a position in FLMI in Q3 2021 and held it in 4 quarters. The position peaked at $523K in Q4 2021. 23 funds tracked by Wall St. Rank hold FLMI as of Q3 2022.

  • OneDigital Investment Advisors reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 19,729 Franklin Dynamic Municipal Bond ETF shares in Q3 2022, an estimated $467K.
  • OneDigital Investment Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2021 and held it in 4 quarters.
  • OneDigital Investment Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $523K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2022.

Based on OneDigital Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.