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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 %
Franklin Resources
76
Franklin Resources
California
$455K +$978 +40 +0.2%
PTC
77
Private Trust Company
Ohio
$447K +$117K +4,780 +35%
Creative Planning
78
Creative Planning
Kansas
$443K +$443K +18,118 New
SAM
79
Secure Asset Management
Michigan
$393K -$404K -16,517 -51%
BFA
80
Bill Few Associates
Pennsylvania
$374K – – –
MCFP
81
Mallini Complete Financial Planning
Florida
$362K +$3.18K +130 +0.9%
DADC
82
D.A. Davidson & Co
Montana
$351K +$144K +5,875 +69%
CWA
83
Crux Wealth Advisors
California
$340K +$340K +13,923 New
GVAG
84
Great Valley Advisor Group
Delaware
$340K +$340K +13,892 New
CFB
85
Cullen/Frost Bankers
Texas
$323K +$2.81K +115 +0.9%
AI
86
Atria Investments
North Carolina
$312K -$88.6K -3,625 -22%
NC
87
NewSquare Capital
Pennsylvania
$306K +$306K +12,521 New
PFS
88
Prospera Financial Services
Texas
$304K +$304K +12,434 New
EWS
89
Evergreen Wealth Solutions
Pennsylvania
$297K +$297K +12,150 New
AWS
90
Atria Wealth Solutions
New York
$288K +$44K +1,801 +18%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$287K -$14K -570 -5%
HIM
92
Hanlon Investment Management
New Jersey
$273K +$273K +11,170 New
LA
93
Latitude Advisors
Florida
$261K +$50.7K +2,076 +24%
GS
94
GWN Securities
Florida
$261K +$261K +10,673 New
AWA
95
Acorn Wealth Advisors
Michigan
$258K +$17.8K +730 +7%
CAC
96
Certified Advisory Corp
Florida
$244K – – –
PSCM
97
Per Stirling Capital Management
Texas
$243K – – –
SPC
98
Sigma Planning Corp
Michigan
$232K -$8.85K -362 -4%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$225K +$216K +8,823 +2,195%
AWM
100
AE Wealth Management
Kansas
$217K -$1.49K -61 -0.7%
2 3
4
5 6