Private Advisor Group’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Private Advisor Group’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	$8.79M	Buy	354,658 +75,021	+27%	+$1.88M	0.04%	439
2025 Q4	$6.95M	Buy	279,637 +56,145	+25%	+$1.4M	0.03%	496
2025 Q3	$5.54M	Buy	223,492 +91,234	+69%	+$2.21M	0.03%	572
2025 Q2	$3.21M	Buy	132,258 +49,413	+60%	+$1.19M	0.02%	745
2025 Q1	$2.02M	Buy	82,845 +4,698	+6%	+$115K	0.01%	891
2024 Q4	$1.91M	Buy	78,147 +5,788	+8%	+$143K	0.01%	907
2024 Q3	$1.81M	Buy	72,359 +32,275	+81%	+$797K	0.01%	937
2024 Q2	$978K	Buy	40,084 +12,916	+48%	+$314K	0.01%	1217
2024 Q1	$666K	Buy	27,168 +8,244	+44%	+$200K	﹤0.01%	1357
2023 Q4	$459K	Buy	+18,924	New	+$441K	﹤0.01%	1534
2023 Q2	–	Sell	-8,899	Closed	-$213K	–	2045
2023 Q1	$213K	Buy	+8,899	New	+$212K	﹤0.01%	1770

Other funds holding FLMI

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Private Advisor Group's FLMI Position: Q1 2026 in Review

Private Advisor Group increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 27% in Q1 2026, buying an estimated $1.88M and bringing the position to 354,658 shares worth $8.79M. The position accounts for 0.04% of the portfolio, ranked #439.

Private Advisor Group first reported a position in FLMI in Q1 2023 and has held it in 11 quarters since. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

Private Advisor Group held 354,658 shares of Franklin Dynamic Municipal Bond ETF worth $8.79M as of Q1 2026.
Private Advisor Group bought 75,021 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $1.88M.
Franklin Dynamic Municipal Bond ETF made up 0.04% of Private Advisor Group's portfolio in Q1 2026, its #439 holding.
Private Advisor Group first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2023 and has held it in 11 quarters since.
207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.