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Franklin Dynamic Municipal Bond ETF
FLMI

Overview Fund Activity

79 hedge funds and large institutions have $203M invested in Franklin Dynamic Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
44
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$32M
2
Ameriprise
2
Ameriprise
Minnesota
$9.96M
3
KPWS
3
Kestra Private Wealth Services
Texas
$6.36M
4
CBT
4
Central Bank & Trust
Kentucky
$21.7M
5
SA
5
Sanctuary Advisors
Indiana
$8.84M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$10.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.99M
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
IAIM
4
International Assets Investment Management
Florida
$0
5
FAIM
5
Financial Advocates Investment Management
Washington
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
LFP
26
Leeward Financial Partners
Washington
$1.52M 60,936 +1,687 +3%
RWA
27
Redhawk Wealth Advisors
Minnesota
$1.51M 60,206 +1,214 +2%
ODA
28
One Degree Advisors
California
$1.19M 47,420 +47,420 New
BCI
29
Brinker Capital Investments
Pennsylvania
$1.18M 47,291 +363 +0.8%
OPS
30
Orion Portfolio Solutions
Nebraska
$1.18M 47,291 +363 +0.8%
FAIM
31
Financial Advocates Investment Management
Washington
$1.15M 46,004 -3,027 -6%
RJA
32
Raymond James & Associates
Florida
$1.15M 45,984 +5,248 +13%
LWMNY
33
Landmark Wealth Management (New York)
New York
$1.06M 42,382 -1,028 -2%
WHC
34
Wulff, Hansen & Co
California
$1.03M 41,187 – –
BC
35
Bowman & Company
Wisconsin
$1.01M 40,344 – –
GI
36
GAMMA Investing
California
$1.01M 40,227 +12,227 +44%
CPCP
37
Cedar Point Capital Partners
Iowa
$911K 36,427 +1,251 +4%
KAS
38
Kestra Advisory Services
Texas
$835K 33,382 +7,731 +30%
HI
39
Harbour Investments
Wisconsin
$832K 33,255 +4,478 +16%
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$784K 31,347 +31,347 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$784K 31,342 +11,919 +61%
SWM
42
SFG Wealth Management
Maryland
$737K 29,483 +49 +0.2%
SAM
43
Secure Asset Management
Michigan
$734K 29,366 +29,366 New
CWM
44
Collaborative Wealth Management
Florida
$685K 27,396 +3,627 +15%
EFS
45
Essex Financial Services
Connecticut
$631K 25,462 +1,159 +5%
Stifel Financial
46
Stifel Financial
Missouri
$611K 24,434 +13,281 +119%
Truist Financial
47
Truist Financial
North Carolina
$595K 23,800 +663 +3%
VWA
48
Visionary Wealth Advisors
Illinois
$515K 20,588 +1,638 +9%
GIA
49
Gladstone Institutional Advisory
Florida
$427K 17,062 -734 -4%
AI
50
Atria Investments
North Carolina
$423K 16,911 +1,974 +13%
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