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Franklin Dynamic Municipal Bond ETF
FLMI

Overview Fund Activity

68 hedge funds and large institutions have $149M invested in Franklin Dynamic Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
41
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$22.1M
2
SA
2
Sanctuary Advisors
Indiana
$4.45M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.76M
4
CBT
4
Central Bank & Trust
Kentucky
$16.2M
5
Ameriprise
5
Ameriprise
Minnesota
$1.2M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$35.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$474K
5
CPCP
5
Cedar Point Capital Partners
Iowa
$858K
Name Market Value Shares Shares
Change 		Shares
Change %
LWMNY
26
Landmark Wealth Management (New York)
New York
$1.06M 43,410 -835 -2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.04M 42,461 -589 -1%
WHC
28
Wulff, Hansen & Co
California
$1M 41,187 – –
RJA
29
Raymond James & Associates
Florida
$994K 40,736 +3,526 +9%
SPIA
30
Steward Partners Investment Advisory
New York
$989K 40,526 +2,263 +6%
BC
31
Bowman & Company
Wisconsin
$984K 40,344 – –
PAG
32
Private Advisor Group
New Jersey
$978K 40,084 +12,916 +48%
CPCP
33
Cedar Point Capital Partners
Iowa
$858K 35,176 -2,380 -6%
SWM
34
SFG Wealth Management
Maryland
$718K 29,434 +1,083 +4%
HI
35
Harbour Investments
Wisconsin
$702K 28,777 +21,304 +285%
GI
36
GAMMA Investing
California
$683K 28,000 +25,718 +1,127%
KAS
37
Kestra Advisory Services
Texas
$626K 25,651 +4,807 +23%
EFS
38
Essex Financial Services
Connecticut
$598K 24,303 +79 +0.3%
CWM
39
Collaborative Wealth Management
Florida
$580K 23,769 +1,734 +8%
Truist Financial
40
Truist Financial
North Carolina
$565K 23,137 +9,236 +66%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$474K 19,423 -3,598 -16%
IAA
42
Independent Advisor Alliance
North Carolina
$470K 19,269 +19,269 New
VWA
43
Visionary Wealth Advisors
Illinois
$462K 18,950 +1,845 +11%
GIA
44
Gladstone Institutional Advisory
Florida
$434K 17,796 +285 +2%
BFA
45
Bill Few Associates
Pennsylvania
$373K 15,302 – –
EH
46
Equitable Holdings
New York
$366K 15,010 -1,500 -9%
AI
47
Atria Investments
North Carolina
$364K 14,937 +14,937 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$335K 13,742 +2,368 +21%
TA
49
TrueWealth Advisors
Alabama
$310K 12,719 +4,143 +48%
AAS
50
Avantax Advisory Services
Texas
$275K 11,256 +31 +0.3%
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