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

Phoenix 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
Q1 		$297K Hold
12,000
– – 0.12% 106
2025
Q4 		$298K Hold
12,000
– – 0.11% 107
2025
Q3 		$297K Hold
12,000
– – 0.11% 110
2025
Q2 		$291K Buy
+12,000
New +$289K 0.12% 105

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

Phoenix Wealth Advisors's FLMI Position: Q1 2026 in Review

Phoenix Wealth Advisors held its Franklin Dynamic Municipal Bond ETF (FLMI) position steady in Q1 2026 at 12,000 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #106.

Phoenix Wealth Advisors first reported a position in FLMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $298K in Q4 2025. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

  • Phoenix Wealth Advisors held 12,000 shares of Franklin Dynamic Municipal Bond ETF worth $297K as of Q1 2026.
  • Phoenix Wealth Advisors left its Franklin Dynamic Municipal Bond ETF share count unchanged in Q1 2026.
  • Franklin Dynamic Municipal Bond ETF made up 0.12% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #106 holding.
  • Phoenix Wealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Phoenix Wealth Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $298K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.