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Franklin Dynamic Municipal Bond ETF
FLMI

Overview Fund Activity

124 hedge funds and large institutions have $393M invested in Franklin Dynamic Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+28
Holders Change %
+29.17%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
57
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$50.3M
2
RA
RFG Advisory
Alabama
+$13.4M
3
LPL Financial
LPL Financial
California
+$12.1M
4
LC
Legacy CG
Texas
+$11.9M
5
BWP
BlueStem Wealth Partners
Minnesota
+$10.3M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.04M
2
IAA
Independent Advisor Alliance
North Carolina
-$3.62M
3
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$1.21M
4
SWP
ShoreHaven Wealth Partners
New Jersey
-$627K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$610K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
ShoreHaven Wealth Partners
New Jersey
$3.1M -$627K -25,655 -17%
AF
27
Abound Financial
California
$2.75M -$120K -4,926 -4%
GT
28
Glenview Trust
Kentucky
$2.61M – – –
SPIA
29
Steward Partners Investment Advisory
New York
$2.28M +$261K +10,664 +13%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$2.21M +$441K +18,035 +25%
PAG
31
Private Advisor Group
New Jersey
$2.02M +$115K +4,698 +6%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$2M -$1.21M -49,505 -38%
FAIM
33
Financial Advocates Investment Management
Washington
$1.98M +$868K +35,534 +78%
RWA
34
Redhawk Wealth Advisors
Minnesota
$1.97M +$393K +16,078 +25%
SWA
35
Stratos Wealth Advisors
Ohio
$1.94M +$272K +11,138 +16%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.9M +$1.9M +77,822 New
ODA
37
One Degree Advisors
California
$1.88M +$65.2K +2,670 +4%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$1.74M +$7.7K +315 +0.4%
C
39
Croban
Ohio
$1.66M +$173K +7,071 +12%
LFP
40
Leeward Financial Partners
Washington
$1.62M +$42.5K +1,739 +3%
GI
41
GAMMA Investing
California
$1.43M -$115K -4,705 -7%
KAS
42
Kestra Advisory Services
Texas
$1.39M +$464K +18,969 +50%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.33M +$865K +35,392 +184%
BC
44
Bowman & Company
Wisconsin
$1.3M +$318K +13,031 +32%
SWM
45
SFG Wealth Management
Maryland
$1.18M +$462K +18,886 +64%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$1.16M +$468K +19,176 +68%
WF
47
Wayfinding Financial
Washington
$1.14M +$1.14M +46,785 New
Jane Street
48
Jane Street
New York
$1.11M +$300K +12,284 +37%
ST
49
Sabal Trust
Florida
$1.09M +$1.09M +44,410 New
GIA
50
Gladstone Institutional Advisory
Florida
$1.05M +$509K +20,833 +94%
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