FLMI icon

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 %
WHC
51
Wulff, Hansen & Co
California
$1.01M – – –
LWMNY
52
Landmark Wealth Management (New York)
New York
$982K -$23.3K -953 -2%
Truist Financial
53
Truist Financial
North Carolina
$972K +$273K +11,179 +39%
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$972K +$29.7K +1,216 +3%
CPCP
55
Cedar Point Capital Partners
Iowa
$955K +$16.9K +693 +2%
Wells Fargo
56
Wells Fargo
California
$923K +$923K +37,759 New
Stifel Financial
57
Stifel Financial
Missouri
$912K +$294K +12,040 +48%
OPS
58
Orion Portfolio Solutions
Nebraska
$887K -$171K -6,997 -16%
BCI
59
Brinker Capital Investments
Pennsylvania
$887K -$171K -6,997 -16%
EH
60
Equitable Holdings
New York
$842K +$475K +19,427 +129%
GSWM
61
Golden State Wealth Management
California
$817K -$5.21K -213 -0.6%
IWC
62
Integrated Wealth Concepts
Massachusetts
$814K +$467K +19,089 +134%
CWM
63
Collaborative Wealth Management
Florida
$759K +$20.6K +843 +3%
EFS
64
Econ Financial Services
Pennsylvania
$725K -$48.9K -2,002 -6%
FTUS
65
Flow Traders U.S.
New York
$718K -$222K -9,096 -24%
EFG
66
Embree Financial Group
Illinois
$699K +$699K +28,596 New
HI
67
Harbour Investments
Wisconsin
$652K -$307K -12,566 -32%
SFC
68
Summit Financial Consulting
Michigan
$585K +$585K +23,933 New
EFS
69
Essex Financial Services
Connecticut
$578K -$55.8K -2,282 -9%
TA
70
TrueWealth Advisors
Alabama
$574K +$81.8K +3,347 +17%
VWA
71
Visionary Wealth Advisors
Illinois
$513K +$4.47K +183 +0.9%
IAIM
72
International Assets Investment Management
Florida
$490K +$142K +5,800 +41%
P
73
&Partners
Tennessee
$467K +$467K +19,164 New
IWA
74
Integrity Wealth Advisors
California
$465K +$12.1K +496 +3%
RPGK
75
Retirement Planning Group (Kansas)
Kansas
$464K +$464K +18,984 New
1 2
3
4 5