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Franklin Dynamic Municipal Bond ETF (FLMI) Institutional Ownership

Franklin Dynamic Municipal Bond ETF logo
$24.65 +0.07 (+0.28%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Franklin Dynamic Municipal Bond ETF (NYSEARCA:FLMI)

Number of
Institutional Buyers
(last 12 months)
174
Total
Institutional Inflows
(last 12 months)
$425.99M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$22.88M
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FLMI Institutional Buying and Selling by Quarter

Franklin Dynamic Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Redhawk Wealth Advisors Inc.96,209$2.42M0.2%+11.0%0.106%
7/10/2026 Wealthcare Advisory Partners LLC9,073$228K0.0%-68.5%0.010%
7/9/2026 Tenzing Financial LLC23,290$585K0.4%+27.5%0.026%
7/9/2026 Sax Wealth Advisors LLC30,691$761K0.0%N/A0.034%
7/8/2026 First Heartland Consultants Inc.22,899$576K0.0%+16.1%0.025%
7/8/2026 TrueWealth Advisors LLC46,319$1.17M0.3%+5.6%0.051%
7/7/2026 Dynamic Advisor Solutions LLC14,032$353K0.0%N/A0.015%
7/7/2026 CGN Advisors LLC67,166$1.69M0.1%+243.0%0.073%
7/6/2026 Hobart Private Capital LLC92,311$2.32M0.4%+608.3%0.101%
6/3/2026NewEdge Advisors LLC284,772$7.06M0.0%+25.8%0.364%
5/19/2026Bank of America Corp DE2,703,252$67.01M0.0%+99.1%3.452%
5/19/2026Arkadios Wealth Advisors8,518$211K0.0%N/A0.011%
5/18/2026Royal Bank of Canada91,213$2.26M0.0%+114.1%0.116%
5/16/2026Quantinno Capital Management LP11,157$277K0.0%N/A0.014%
5/15/2026Gateway Wealth Partners LLC16,734$415K0.0%N/A0.021%
5/14/2026Lido Advisors LLC54,252$1.35M0.0%N/A0.069%
5/13/2026Cetera Investment Advisers1,446,903$35.87M0.0%+23.6%1.848%
5/8/2026PNC Financial Services Group Inc.59,198$1.47M0.0%-25.2%0.076%
5/7/2026Legacy Wealth Managment LLC ID2,849$71K0.0%+704.8%0.004%
5/7/2026Meeder Advisory Services Inc.2,365,948$58.65M2.5%+25.0%3.022%
5/6/2026Aire Advisors LLC15,139$375K0.1%N/A0.019%
5/6/2026Assetmark Inc.17,714$439K0.0%+65.7%0.023%
5/6/2026Gerald Baker Financial Group LLC9,978$244K0.1%N/A0.013%
5/6/2026Smart Money Group LLC31,084$771K0.2%+8.1%0.040%
5/5/2026 Members Advisory Group LLC19,372$480K0.2%+22.5%0.025%
5/5/2026Bank of New York Mellon Corp469,030$11.63M0.0%+24.9%0.599%
5/5/2026 Good Harbor Advisors Inc.26,650$661K0.7%+8.1%0.034%
5/5/2026Geneos Wealth Management Inc.73,100$1.81M0.0%+395.3%0.093%
5/5/2026Sanctuary Advisors LLC783,830$19.43M0.1%+16.9%1.001%
5/5/2026Sigma Planning Corp18,155$450K0.0%+14.7%0.023%
5/4/2026Retirement Planning Group LLC176,217$4.37M0.1%+32.2%0.225%
5/4/2026Abound Financial LLC78,013$1.93M0.8%-4.7%0.100%
5/2/2026 International Assets Investment Management LLC15,400$381K0.0%+6.2%0.020%
5/2/2026Diversify Wealth Management LLC37,184$928K0.0%N/A0.047%
5/1/2026Fifth Third Bancorp9,291$230K0.0%N/A0.012%
4/30/2026Robinson Smith Wealth Advisors LLC155,847$3.86M2.6%+10.3%0.201%
4/30/2026Kestra Advisory Services LLC101,107$2.51M0.0%+6.9%0.130%
4/27/2026Private Advisor Group LLC354,658$8.79M0.0%+26.8%0.450%
4/24/2026Essex Financial Services Inc.32,314$801K0.0%+9.8%0.041%
4/24/2026Verus Wealth Management LLC21,903$543K0.5%+152.0%0.028%
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4/23/2026 Midwest Financial Partners Investments Inc.468,525$11.62M6.2%+6.1%0.598%
4/23/2026 Penney Financial LLC293,015$7.26M2.8%+12.5%0.374%
4/22/2026 Patriot Financial Group Insurance Agency LLC212,464$5.27M0.3%+115.6%0.271%
4/22/2026Janney Montgomery Scott LLC88,050$2.18M0.0%+24.9%0.112%
4/21/2026Madrid Wealth Management LLC104,702$2.60M1.9%+13.6%0.135%
4/21/2026Sequent Planning LLC117,826$2.92M0.7%+44.3%0.152%
4/20/2026Kestra Private Wealth Services LLC385,554$9.56M0.1%+2.0%0.497%
4/20/2026Leeward Financial Partners LLC92,752$2.30M0.7%+1.0%0.120%
4/20/2026 RFG Advisory LLC569,131$14.11M0.3%+4.5%0.733%
4/17/2026 Certified Advisory Corp152,645$3.78M0.3%+40.1%0.197%
4/17/2026 Prentice Wealth Management LLC289,218$7.17M1.6%+11.2%0.373%
4/17/2026 Total Clarity Wealth Management Inc.100,206$2.48M0.6%+20.1%0.129%
4/17/2026 AdvisorNet Financial Inc85,555$2.12M0.1%+10.4%0.110%
4/17/2026 Ocean Park Asset Management LLC351,200$8.71M0.4%+307.0%0.453%
3/17/2026Rockefeller Capital Management L.P.1,675$42K0.0%N/A0.003%
3/9/2026Corient Private Wealth LLC23,300$579K0.0%N/A0.035%
3/4/2026SHP Wealth Management33,929$844K0.1%N/A0.051%
2/27/2026Arwa LLC18,292$455K0.3%N/A0.028%
2/19/2026Axxcess Wealth Management LLC34,220$851K0.0%+2.7%0.052%
2/19/2026Corient Private Wealth LLC23,300$579K0.0%N/A0.035%
2/18/2026Coastal Bridge Advisors LLC39,354$979K0.1%+299.3%0.060%
2/18/2026NewEdge Advisors LLC226,378$5.63M0.0%+57.0%0.342%
2/18/2026VestGen Advisors LLC228,729$5.69M0.2%+16.8%0.346%
2/18/2026Quadrature Capital Ltd33,712$838K0.0%N/A0.051%
2/18/2026IHT Wealth Management LLC40,768$1.01M0.0%+5.2%0.062%
2/18/2026Integrity Wealth Advisors Inc.18,734$470K0.3%-8.4%0.028%
2/17/2026Cetera Investment Advisers1,171,039$29.12M0.0%+33.8%1.772%
2/17/2026Equitable Holdings Inc.215,617$5.36M0.0%+75.8%0.326%
2/17/2026Osaic Holdings Inc.624,825$15.54M0.0%+6.3%0.945%
2/17/2026Advisory Services Network LLC45,484$1.13M0.0%+25.0%0.069%
2/17/2026Private Advisor Group LLC279,637$6.96M0.0%+25.1%0.423%
2/17/2026Captrust Financial Advisors39,963$994K0.0%-12.5%0.060%
2/17/2026&PARTNERS40,187$999K0.0%+33.6%0.061%
2/17/2026Royal Bank of Canada42,609$1.06M0.0%+150.2%0.064%
2/17/2026Abound Financial LLC81,880$2.04M0.5%-19.9%0.124%
2/16/2026 Tenzing Financial LLC17,068$424K0.3%N/A0.026%
2/16/2026MML Investors Services LLC58,057$1.44M0.0%+39.7%0.088%
2/16/2026Mariner LLC210,075$5.23M0.0%+1.9%0.318%
2/16/2026Focus Partners Wealth1,409,390$34.92M0.0%-1.2%2.132%
2/13/2026Kestra Advisory Services LLC94,587$2.35M0.0%+22.3%0.143%
2/13/2026Visionary Wealth Advisors15,209$378K0.0%N/A0.023%
2/13/2026Stifel Financial Corp320,492$7.97M0.0%+9.2%0.485%
2/13/2026Smartleaf Asset Management LLC130,042$3.23M0.1%+46.2%0.197%
2/13/2026 Greenline Wealth Management LLC2,071$52K0.1%N/A0.003%
2/13/2026Integrated Wealth Concepts LLC22,851$568K0.0%+5.1%0.035%
2/13/2026New England Private Wealth Advisors LLC525,876$13.08M1.6%+454.6%0.796%
2/13/2026Wells Fargo & Company MN1,530,968$38.08M0.0%+75.8%2.316%
2/13/2026Summit Financial LLC145,288$3.61M0.1%+20.3%0.220%
2/12/2026Jane Street Group LLC363,791$9.05M0.0%+28.1%0.550%
2/12/2026HRT Financial LP29,326$729K0.0%N/A0.044%
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2/12/2026Orion Porfolio Solutions LLC436,049$10.85M0.1%+2.0%0.660%
2/12/2026Commonwealth Equity Services LLC319,176$7.94M0.0%+54.3%0.483%
2/12/2026Wayfinding Financial LLC10,252$254K0.1%-87.3%0.016%
2/12/2026Steward Partners Investment Advisory LLC161,620$4.02M0.0%+13.3%0.245%
2/12/2026Principal Securities Inc.22,634$563K0.0%+52.0%0.034%
2/11/2026Meeder Advisory Services Inc.1,892,928$47.08M2.0%+9.0%2.864%
2/11/2026Cedar Point Capital Partners LLC36,339$904K0.6%-8.1%0.055%
2/11/2026Janney Montgomery Scott LLC70,478$1.75M0.0%+5.4%0.107%
2/11/2026Capital Analysts LLC11,374$283K0.0%+319.9%0.017%
2/11/2026LPL Financial LLC4,806,634$119.54M0.0%+27.4%7.272%


FLMI Institutional Ownership - Frequently Asked Questions

During the previous two years, 209 institutional investors and hedge funds held shares of Franklin Dynamic Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($119.54M), Bank of America Corp DE ($67.01M), Cliftonlarsonallen Wealth Advisors LLC ($58.84M), Meeder Advisory Services Inc. ($58.65M), Ameriprise Financial Inc. ($50.77M), Wells Fargo & Company MN ($38.08M), and Cetera Investment Advisers ($35.87M).Learn more on Franklin Dynamic Municipal Bond ETF's institutional investors.

Of the 202 institutional investors that purchased Franklin Dynamic Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($3.06M), Cliftonlarsonallen Wealth Advisors LLC ($2.37M), Ameriprise Financial Inc. ($1.48M), GAMMA Investing LLC ($1.41M), Bank of America Corp DE ($1.35M), Cetera Investment Advisers ($1.14M), and Raymond James Financial Inc. ($1.11M).

Institutional investors have bought a total of 17,218,989 shares in the last 24 months. This purchase volume represents approximately $425.99M in transactions.

Of the 38 institutional investors that sold Franklin Dynamic Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ocean Park Asset Management LLC ($178K), BlueStem Wealth Partners LLC ($100.46K), Wayfinding Financial LLC ($70.65K), Financial Advocates Investment Management ($65.94K), ShoreHaven Wealth Partners LLC ($54.84K), Envestnet Asset Management Inc. ($52.52K), and MML Investors Services LLC ($47.20K).

Institutional investors have sold a total of 926,916 shares in the last 24 months. This volume of shares sold represents approximately $22.88M in transactions.


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This page (NYSEARCA:FLMI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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