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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.

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
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.3M
2
RA
2
RFG Advisory
Alabama
$13.7M
3
LPL Financial
3
LPL Financial
California
$75.4M
4
LC
4
Legacy CG
Texas
$11.9M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$10.3M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$2M
4
SWP
4
ShoreHaven Wealth Partners
New Jersey
$3.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.15M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$75.4M 3,084,460 +493,257 +19%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.3M 2,059,688 +2,059,688 New
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$31.5M 1,287,902 -18,114 -1%
Ameriprise
4
Ameriprise
Minnesota
$18.4M 750,910 +172,122 +30%
CBT
5
Central Bank & Trust
Kentucky
$18.1M 739,782 -10,391 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$14.6M 597,975 +117,811 +25%
RA
7
RFG Advisory
Alabama
$13.7M 559,713 +549,584 +5,426%
LC
8
Legacy CG
Texas
$11.9M 488,106 +488,106 New
BWP
9
BlueStem Wealth Partners
Minnesota
$10.3M 419,617 +419,617 New
KPWS
10
Kestra Private Wealth Services
Texas
$7.24M 296,034 +11,191 +4%
OPAM
11
Ocean Park Asset Management
California
$6.46M 264,300 +146,000 +123%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.44M 263,371 +103,718 +65%
TA
13
TruWealth Advisors
Louisiana
$5.26M 215,115 +215,115 New
HighTower Advisors
14
HighTower Advisors
Illinois
$5.19M 212,497 +34,365 +19%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$5.15M 210,524 -24,972 -11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.1M 208,580 +181,220 +662%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$5.07M 207,302 +57,801 +39%
VA
18
VestGen Advisors
Illinois
$4.76M 194,666 +194,666 New
Mariner
19
Mariner
Kansas
$4.59M 187,839 +3,921 +2%
WAAG
20
Wealth Alliance Advisory Group
Kansas
$4.12M 168,714 +168,714 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.97M 162,396 +34,142 +27%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.41M 139,582 +27,036 +24%
AFTS
23
American Financial & Tax Strategies
New York
$3.28M 134,343 -7,117 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.21M 131,462 +57,901 +79%
PWM
25
Prentice Wealth Management
New York
$3.14M 128,548 +58,283 +83%
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