FLMI icon

Franklin Dynamic Municipal Bond ETF
FLMI

Overview Fund Activity

65 hedge funds and large institutions have $135M invested in Franklin Dynamic Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
34
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBT
Central Bank & Trust
Kentucky
$14.7M
2
Mariner
Mariner
Kansas
$3.46M
3
LPL Financial
LPL Financial
California
$16.5M
4
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$3.68M
5
Osaic Holdings
Osaic Holdings
Arizona
$6.26M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.46M
2
Franklin Resources
Franklin Resources
California
$43.5M
3
BCI
Brinker Capital Investments
Pennsylvania
$986K
4
OPS
Orion Portfolio Solutions
Nebraska
$986K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$939K +$596K +24,302 +174%
CPCP
27
Cedar Point Capital Partners
Iowa
$921K +$74.5K +3,037 +9%
RJA
28
Raymond James & Associates
Florida
$913K -$256K -10,451 -22%
SWM
29
SFG Wealth Management
Maryland
$695K +$695K +28,351 New
PAG
30
Private Advisor Group
New Jersey
$666K +$202K +8,244 +44%
EFS
31
Essex Financial Services
Connecticut
$594K +$277K +11,304 +87%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$565K +$169K +6,874 +43%
CWM
33
Collaborative Wealth Management
Florida
$541K +$224K +9,120 +71%
CAN
34
Cetera Advisor Networks
California
$527K +$77.6K +3,163 +17%
KAS
35
Kestra Advisory Services
Texas
$511K +$171K +6,959 +50%
GIA
36
Gladstone Institutional Advisory
Florida
$430K +$15.7K +642 +4%
VWA
37
Visionary Wealth Advisors
Illinois
$420K -$38K -1,551 -8%
CA
38
Cetera Advisors
Colorado
$408K +$408K +16,629 New
EH
39
Equitable Holdings
New York
$405K -$150K -6,114 -27%
BFA
40
Bill Few Associates
Pennsylvania
$375K – – –
RWA
41
Redhawk Wealth Advisors
Minnesota
$365K +$8.19K +334 +2%
Citadel Advisors
42
Citadel Advisors
Florida
$358K +$358K +14,598 New
Truist Financial
43
Truist Financial
North Carolina
$341K +$2.67K +109 +0.8%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$279K +$5.3K +216 +2%
AAS
45
Avantax Advisory Services
Texas
$275K +$275K +11,225 New
Stifel Financial
46
Stifel Financial
Missouri
$272K +$272K +11,085 New
RA
47
RFG Advisory
Alabama
$260K +$260K +10,614 New
MFG
48
Magnus Financial Group
New York
$223K +$13.5K +549 +6%
AWM
49
AE Wealth Management
Kansas
$216K -$191K -7,775 -47%
TA
50
TrueWealth Advisors
Alabama
$210K +$210K +8,576 New
1
2
3