Franklin Dynamic Municipal BFLMIETF

13F holders, Q1 2024 (March 31)
63holders
1famous investor
$24.52avg. 13F price*

At the end of Q1 2024, 63 institutions reported holding Franklin Dynamic Municipal B (FLMI) in their 13F filings. The largest holders were Franklin Resources Inc. ($43.5M), LPL Financial LLC ($16.5M) and Central Bank & Trust Co. ($14.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Franklin Dynamic Municipal B
CUSIP
35473P868
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 63Q1 2024Q2 2024: 68Q2 2024Q3 2024: 79Q3 2024Q4 2024: 96Q4 2024Q1 2025: 125Q1 2025Q2 2025: 140Q2 2025Q3 2025: 162Q3 2025Q4 2025: 197Q4 2025Q1 2026: 207Q1 2026Q2 2026: 228Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions12$7.6M
Exits1$4K

Ownership 63 holders

Franklin Resources Inc. 0.01% Reduce -1.8% 1,774,380 $43.5M
LPL Financial LLC 0.01% Add +25.1% 671,794 $16.5M
Central Bank & Trust Co. 2.10% Add +101.5% 599,424 $14.7M
Osaic Holdings, Inc. 0.01% Add +39.9% 257,380 $6.3M
JPMorgan Chase & Co. 0.00% Reduce -30.9% 181,818 $4.5M
Patriot Financial Group Insurance Agency, LLC 0.59% Add +110.4% 150,152 $3.7M
Mariner, LLC 0.01% New 141,224 $3.5M
ShoreHaven Wealth Partners, LLC 1.89% Add +12.2% 140,153 $3.4M
American Financial & Tax Strategies Inc. 1.78% Add +12.0% 135,075 $3.3M
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.3% 120,098 $2.9M
Bank of New York Mellon Corp 0.00% Add +20.7% 110,009 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.0% 99,078 $2.4M
Captrust Financial Advisors 0.01% Reduce -16.1% 76,121 $1.9M
Leeward Financial Partners, LLC 0.57% Add +18.2% 55,191 $1.4M
Jane Street Group, LLC 0.00% Add +91.8% 51,500 $1.3M
Stratos Wealth Advisors, LLC 0.07% Add +9.5% 47,729 $1.2M
Atlas Private Wealth Management, LLC 0.49% Add +2.2% 47,589 $1.2M
Financial Advocates Investment Management 0.07% Add +22.0% 46,141 $1.1M
Landmark Wealth Management, LLC 0.50% Reduce -5.8% 44,245 $1.1M
Cetera Investment Advisers 0.00% Add +420.9% 43,050 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +42.7% 41,695 $1.0M
Wulff, Hansen & Co. 1.01% New 41,187 $1.0M
Bowman & Co S.C. 0.60% New 40,344 $990K
Orion Porfolio Solutions, LLC 0.01% Reduce -31.5% 40,200 $986K
Orion Portfolio Solutions, LLC 0.01% Reduce -31.5% 40,200 $986K
Steward Partners Investment Advisory, LLC 0.01% Add +174.1% 38,263 $939K
Cedar Point Capital Partners, LLC 0.70% Add +8.8% 37,556 $921K
Raymond James & Associates 0.00% Reduce -21.9% 37,210 $913K
SFG Wealth Management, LLC. 0.41% New 28,351 $695K
Private Advisor Group, LLC 0.00% Add +43.6% 27,168 $666K
Essex Financial Services, Inc. 0.05% Add +87.5% 24,224 $594K
Envestnet Asset Management Inc. 0.00% Add +42.6% 23,021 $565K
Collaborative Wealth Managment Inc. 0.27% Add +70.6% 22,035 $541K
Kestra Advisory Services, LLC 0.00% Add +50.1% 20,844 $511K
Gladstone Institutional Advisory LLC 0.02% Add +3.8% 17,511 $430K
Visionary Wealth Advisors 0.03% Reduce -8.3% 17,105 $420K
Equitable Holdings, Inc. 0.00% Reduce -27.0% 16,510 $405K
Bill Few Associates, Inc. 0.15% No change 15,302 $375K
Redhawk Wealth Advisors, Inc. 0.06% Add +2.3% 14,895 $365K
Citadel Advisors 0.00% New 14,598 $358K
Truist Financial Corp. 0.00% Add +0.8% 13,901 $341K
Janney Montgomery Scott LLC 0.00% Add +1.9% 11,374 $279K
Avantax Advisory Services, Inc. 0.00% New 11,225 $275K
Stifel Financial Corp. 0.00% New 11,085 $272K
RFG Advisory, LLC 0.01% New 10,614 $260K
Magnus Financial Group LLC 0.03% Add +6.4% 9,110 $223K
AE Wealth Management LLC 0.00% Reduce -46.9% 8,821 $216K
TrueWealth Advisors, LLC 0.08% New 8,576 $210K
Harbour Investments, Inc. 0.01% Add +130.5% 7,473 $183K
Aspire Wealth Management Corp 0.11% No change 7,215 $177K
Benjamin F. Edwards & Company, Inc. 0.00% No change 7,022 $172K
Private Trust Co. NA 0.02% No change 6,479 $159K
Pineridge Advisors LLC 0.05% Reduce -1.4% 5,500 $135K
GAMMA Investing LLC 0.01% New 2,282 $56K
Creekmur Asset Management LLC 0.02% No change 2,177 $53K
IFP Advisors, Inc 0.00% New 2,000 $49K
Ameritas Investment Partners, Inc. 0.00% Add +18.7% 1,793 $44K
VitalStone Financial, LLC 0.03% Add +15.4% 1,500 $37K
Cwm, LLC 0.00% Reduce -38.0% 1,445 $35K
Geneos Wealth Management Inc. 0.00% Add +41.2% 1,412 $35K
Tidemark, LLC 0.01% Add +0.8% 534 $13K
Capital Analysts, LLC 0.00% No change 500 $12K
Morgan Stanley 0.00% New 1 $29

"% of holder's portfolio" is FLMI's weight in each manager's 13F, not the share of Franklin Dynamic Municipal B the manager owns.