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Sequoia Financial Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Sequoia Financial 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
2023
Q1 		– Sell
-129,010
Closed -$3.01M – 851
2022
Q4 		$3.01M Buy
+129,010
New +$2.98M 0.07% 165

Other funds holding FLMI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

Sequoia Financial Advisors's FLMI Position: Q1 2023 in Review

Sequoia Financial Advisors sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q1 2023, closing a stake of 129,010 shares — an estimated $3.01M sold.

Sequoia Financial Advisors first reported a position in FLMI in Q4 2022 and held it in 1 quarter. The position peaked at $3.01M in Q4 2022. 31 funds tracked by Wall St. Rank hold FLMI as of Q1 2023.

  • Sequoia Financial Advisors reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 129,010 Franklin Dynamic Municipal Bond ETF shares in Q1 2023, an estimated $3.01M.
  • Sequoia Financial Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Sequoia Financial Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $3.01M in Q4 2022.
  • 31 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2023.

Based on Sequoia Financial Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.