Stifel Financial
FLMI icon

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

Stifel Financial’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 		$13.9M Buy
562,144
+241,652
+75% +$6.06M 0.01% 787
2025
Q4 		$7.97M Buy
320,492
+27,044
+9% +$673K 0.01% 1082
2025
Q3 		$7.27M Buy
293,448
+228,678
+353% +$5.55M 0.01% 1103
2025
Q2 		$1.57M Buy
64,770
+27,470
+74% +$662K ﹤0.01% 2007
2025
Q1 		$912K Buy
37,300
+12,040
+48% +$296K ﹤0.01% 2294
2024
Q4 		$617K Buy
25,260
+826
+3% +$20.4K ﹤0.01% 2555
2024
Q3 		$611K Buy
24,434
+13,281
+119% +$328K ﹤0.01% 2550
2024
Q2 		$272K Buy
11,153
+68
+0.6% +$1.65K ﹤0.01% 2960
2024
Q1 		$272K Buy
+11,085
New +$269K ﹤0.01% 2967

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MAS
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Morgan Stanley
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Raymond James Financial
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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