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Secure Asset Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Secure Asset Management’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
2025
Q2 		– Sell
-16,076
Closed -$393K – 328
2025
Q1 		$393K Sell
16,076
-16,517
-51% -$406K 0.08% 202
2024
Q4 		$796K Buy
32,593
+3,227
+11% +$79.8K 0.12% 151
2024
Q3 		$734K Buy
+29,366
New +$725K 0.12% 152

Other funds holding FLMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Secure Asset Management's FLMI Position: Q2 2025 in Review

Secure Asset Management sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2025, closing a stake of 16,076 shares — an estimated $393K sold.

Secure Asset Management first reported a position in FLMI in Q3 2024 and held it in 3 quarters. The position peaked at $796K in Q4 2024. 140 funds tracked by Wall St. Rank hold FLMI as of Q2 2025.

  • Secure Asset Management reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Secure Asset Management sold 16,076 Franklin Dynamic Municipal Bond ETF shares in Q2 2025, an estimated $393K.
  • Secure Asset Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2024 and held it in 3 quarters.
  • Secure Asset Management's Franklin Dynamic Municipal Bond ETF position peaked at $796K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.