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Franklin Dynamic Municipal Bond ETF
FLMI

Overview Fund Activity

29 hedge funds and large institutions have $77.3M invested in Franklin Dynamic Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$2.62M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$4.54M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$4.54M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.39M
5
LFP
5
Leeward Financial Partners
Washington
$830K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LSA
2
Lion Street Advisors
Texas
$0
3
PAG
3
Private Advisor Group
New Jersey
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$27K
5
AAS
5
Ameritas Advisory Services
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$42.8M 1,792,527 +1,606 +0.1%
LPL Financial
2
LPL Financial
California
$7.49M 313,338 +26,556 +9%
OPS
3
Orion Portfolio Solutions
Nebraska
$4.54M 190,067 +86,518 +84%
BCI
4
Brinker Capital Investments
Pennsylvania
$4.54M 190,067 +86,518 +84%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.16M 174,163 +13,723 +9%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$2.62M 109,464 +109,464 New
SWP
7
ShoreHaven Wealth Partners
New Jersey
$1.8M 75,185 +24,001 +47%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.39M 58,007 +58,007 New
SWA
9
Stratos Wealth Advisors
Ohio
$911K 38,109 +5,413 +17%
LFP
10
Leeward Financial Partners
Washington
$830K 34,720 +34,720 New
LWMNY
11
Landmark Wealth Management (New York)
New York
$796K 33,293 +1,183 +4%
MFG
12
Magnus Financial Group
New York
$759K 31,767 +5,849 +23%
FAIM
13
Financial Advocates Investment Management
Washington
$721K 30,187 +18,460 +157%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$478K 20,012 +692 +4%
FTUS
15
Flow Traders U.S.
New York
$475K 19,863 – –
CAN
16
Cetera Advisor Networks
California
$448K 18,751 – –
VWA
17
Visionary Wealth Advisors
Illinois
$447K 18,707 +637 +4%
GIA
18
Gladstone Institutional Advisory
Florida
$419K 17,548 -395 -2%
BFA
19
Bill Few Associates
Pennsylvania
$366K 15,302 – –
BFEC
20
Benjamin F. Edwards & Company
Missouri
$260K 10,896 +1,632 +18%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$237K 9,913 +850 +9%
OMC
22
Old Mission Capital
Illinois
$222K 9,309 +9,309 New
SPIA
23
Steward Partners Investment Advisory
New York
$213K 8,922 +1,691 +23%
PTC
24
Private Trust Company
Ohio
$155K 6,479 – –
Osaic Holdings
25
Osaic Holdings
Arizona
$120K 5,040 -467 -8%
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