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Franklin Dynamic Municipal Bond ETF
FLMI

Overview Fund Activity

96 hedge funds and large institutions have $259M invested in Franklin Dynamic Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+17
Holders Change %
+21.52%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
48
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$63.3M
2
Ameriprise
Ameriprise
Minnesota
$14.1M
3
IAA
Independent Advisor Alliance
North Carolina
$3.62M
4
OPAM
Ocean Park Asset Management
California
$2.89M
5
GT
Glenview Trust
Kentucky
$2.61M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$454K
2
Osaic Holdings
Osaic Holdings
Arizona
$1.8M
3
Jane Street
Jane Street
New York
$806K
4
CBT
Central Bank & Trust
Kentucky
$18.3M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
SFG Wealth Management
Maryland
$722K +$1.61K +66 +0.2%
Truist Financial
52
Truist Financial
North Carolina
$699K +$117K +4,803 +20%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$694K +$422K +17,266 +155%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$669K -$97.3K -3,982 -13%
EFS
55
Essex Financial Services
Connecticut
$634K +$11.4K +466 +2%
Stifel Financial
56
Stifel Financial
Missouri
$617K +$20.2K +826 +3%
GIA
57
Gladstone Institutional Advisory
Florida
$542K +$125K +5,129 +30%
VWA
58
Visionary Wealth Advisors
Illinois
$508K +$5.38K +220 +1%
TA
59
TrueWealth Advisors
Alabama
$492K +$104K +4,239 +27%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$469K +$147K +5,997 +45%
Franklin Resources
61
Franklin Resources
California
$454K -$9.78M -400,056 -96%
IWA
62
Integrity Wealth Advisors
California
$453K +$453K +18,530 New
AI
63
Atria Investments
North Carolina
$401K -$12.6K -514 -3%
BFA
64
Bill Few Associates
Pennsylvania
$374K – – –
EH
65
Equitable Holdings
New York
$367K – – –
MCFP
66
Mallini Complete Financial Planning
Florida
$359K +$359K +14,702 New
IAIM
67
International Assets Investment Management
Florida
$349K +$349K +14,244 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$347K +$347K +14,201 New
PTC
69
Private Trust Company
Ohio
$330K +$172K +7,043 +109%
CFB
70
Cullen/Frost Bankers
Texas
$321K +$3.37K +138 +1%
AAS
71
Avantax Advisory Services
Texas
$311K +$1.83K +75 +0.6%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$300K +$300K +12,296 New
RA
73
RFG Advisory
Alabama
$247K +$122 +5 +0%
AWS
74
Atria Wealth Solutions
New York
$244K +$244K +9,990 New
CAC
75
Certified Advisory Corp
Florida
$244K – – –
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