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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 %
TA
51
TrueWealth Advisors
Alabama
$397K 15,891 +3,172 +25%
BFA
52
Bill Few Associates
Pennsylvania
$383K 15,302 – –
EH
53
Equitable Holdings
New York
$375K 15,010 – –
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$330K 13,190 -552 -4%
CFB
55
Cullen/Frost Bankers
Texas
$325K 12,983 +12,983 New
AAS
56
Avantax Advisory Services
Texas
$316K 12,634 +1,378 +12%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$279K 11,136 +8,759 +368%
RA
58
RFG Advisory
Alabama
$253K 10,124 -895 -8%
CAC
59
Certified Advisory Corp
Florida
$250K 10,000 +10,000 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$250K 10,007 +8,562 +593%
RJT
61
Raymond James Trust
Florida
$250K 9,981 +9,981 New
SPC
62
Sigma Planning Corp
Michigan
$238K 9,502 +9,502 New
Prudential Financial
63
Prudential Financial
New Jersey
$237K 9,468 +9,468 New
MFG
64
Magnus Financial Group
New York
$233K 9,333 +204 +2%
PA
65
PFG Advisors
Arizona
$227K 9,095 +9,095 New
AWM
66
AE Wealth Management
Kansas
$223K 8,935 +8,935 New
AWM
67
Aspire Wealth Management
Massachusetts
$180K 7,215 – –
PTC
68
Private Trust Company
Ohio
$162K 6,479 – –
GWM
69
Geneos Wealth Management
Colorado
$112K 4,483 – –
IA
70
IFP Advisors
Florida
$102K 4,094 -268 -6%
PA
71
Pineridge Advisors
Missouri
$101K 4,034 -1,103 -21%
CAM
72
Creekmur Asset Management
Illinois
$54.4K 2,177 – –
AIP
73
Ameritas Investment Partners
Nebraska
$52.3K 2,090 +243 +13%
VF
74
VitalStone Financial
Texas
$37.5K 1,500 – –
CPG
75
Cornerstone Planning Group
New Jersey
$30.1K 1,219 +4 +0.3%
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