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Franklin Dynamic Municipal Bond ETF
FLMI

Overview Fund Activity

54 hedge funds and large institutions have $112M invested in Franklin Dynamic Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+18
Holders Change %
+50%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
12
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.46M
2
CBT
2
Central Bank & Trust
Kentucky
$7.21M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.38M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.15M
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$1.73M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.9M
2
Jane Street
2
Jane Street
New York
$652K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$1.42M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$1.42M
5
MFG
5
Magnus Financial Group
New York
$208K
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$459K 18,924 +18,924 New
VWA
27
Visionary Wealth Advisors
Illinois
$453K 18,656 -268 -1%
CAN
28
Cetera Advisor Networks
California
$444K 18,301 -1,257 -6%
GIA
29
Gladstone Institutional Advisory
Florida
$409K 16,869 -873 -5%
AWM
30
AE Wealth Management
Kansas
$400K 16,596 +16,596 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$392K 16,147 +1,701 +12%
BFA
32
Bill Few Associates
Pennsylvania
$371K 15,302 – –
RWA
33
Redhawk Wealth Advisors
Minnesota
$353K 14,561 +14,561 New
SPIA
34
Steward Partners Investment Advisory
New York
$339K 13,961 +1,963 +16%
KAS
35
Kestra Advisory Services
Texas
$337K 13,885 +13,885 New
Truist Financial
36
Truist Financial
North Carolina
$335K 13,792 +13,792 New
EFS
37
Essex Financial Services
Connecticut
$313K 12,920 +12,920 New
CWM
38
Collaborative Wealth Management
Florida
$313K 12,915 +2,434 +23%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$271K 11,158 +11,158 New
MFG
40
Magnus Financial Group
New York
$208K 8,561 -26,264 -75%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$201K 8,265 -1,908 -19%
AWM
42
Aspire Wealth Management
Massachusetts
$175K 7,215 +7,215 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$170K 7,022 -3,874 -36%
PTC
44
Private Trust Company
Ohio
$157K 6,479 – –
PA
45
Pineridge Advisors
Missouri
$135K 5,576 +5,576 New
HI
46
Harbour Investments
Wisconsin
$78.7K 3,242 +3,242 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$57K 2,331 +2,331 New
CAM
48
Creekmur Asset Management
Illinois
$52.8K 2,177 +2,177 New
AIP
49
Ameritas Investment Partners
Nebraska
$36.6K 1,510 +56 +4%
VF
50
VitalStone Financial
Texas
$32K 1,300 – –
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2
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