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Franklin Dynamic Municipal Bond ETF
FLMI

Overview Fund Activity

36 hedge funds and large institutions have $88.5M invested in Franklin Dynamic Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.7M
2
CBT
2
Central Bank & Trust
Kentucky
$4.11M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.47M
4
Jane Street
4
Jane Street
New York
$1.57M
5
SWP
5
ShoreHaven Wealth Partners
New Jersey
$3.07M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$2.12M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$2.12M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$332K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$89K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3K
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$41.5M 1,807,511 +14,984 +0.8%
LPL Financial
2
LPL Financial
California
$12.7M 553,113 +239,775 +77%
CBT
3
Central Bank & Trust
Kentucky
$4.11M 179,205 +179,205 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4M 174,283 +120 +0.1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.47M 151,018 +151,018 New
SWP
6
ShoreHaven Wealth Partners
New Jersey
$3.07M 133,569 +58,384 +78%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$2.53M 110,177 +713 +0.7%
BCI
8
Brinker Capital Investments
Pennsylvania
$2.12M 92,514 -97,553 -51%
OPS
9
Orion Portfolio Solutions
Nebraska
$2.12M 92,514 -97,553 -51%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.78M 77,476 +19,469 +34%
Jane Street
11
Jane Street
New York
$1.57M 68,308 +68,308 New
LWMNY
12
Landmark Wealth Management (New York)
New York
$1.1M 47,949 +14,656 +44%
LFP
13
Leeward Financial Partners
Washington
$923K 40,215 +5,495 +16%
SWA
14
Stratos Wealth Advisors
Ohio
$903K 39,332 +1,223 +3%
MFG
15
Magnus Financial Group
New York
$799K 34,825 +3,058 +10%
FAIM
16
Financial Advocates Investment Management
Washington
$746K 32,524 +2,337 +8%
OMC
17
Old Mission Capital
Illinois
$570K 24,845 +15,536 +167%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$472K 20,547 +20,547 New
CAN
19
Cetera Advisor Networks
California
$449K 19,558 +807 +4%
FTUS
20
Flow Traders U.S.
New York
$435K 18,963 -900 -5%
VWA
21
Visionary Wealth Advisors
Illinois
$434K 18,924 +217 +1%
GIA
22
Gladstone Institutional Advisory
Florida
$407K 17,742 +194 +1%
BFA
23
Bill Few Associates
Pennsylvania
$351K 15,302 – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$332K 14,446 -5,566 -28%
SPIA
25
Steward Partners Investment Advisory
New York
$275K 11,998 +3,076 +34%
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