Franklin Dynamic Municipal BFLMIETF
13F holders, Q2 2024 (June 30)68holders +5
8new positions
3sold out
$24.39avg. 13F price*
At the end of Q2 2024, 68 institutions reported holding Franklin Dynamic Municipal B (FLMI) in their 13F filings, up 5 from Q1 2024. 8 opened new positions and 3 sold out. The largest holders were Franklin Resources Inc. ($35.2M), LPL Financial LLC ($22.1M) and Central Bank & Trust Co. ($16.2M).
- Company
- Franklin Dynamic Municipal B
- CUSIP
- 35473P868
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.2M |
| Exits | 3 | $588K |
All 13F filers, Q1 2024 → Q2 2024: 841,778 shares bought and 364,702 shares sold, net +477,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Franklin Resources Inc. | 0.01% | Reduce -18.6% | 1,444,530 | $35.2M |
| LPL Financial LLC | 0.01% | Add +34.7% | 904,875 | $22.1M |
| Central Bank & Trust Co. | 2.26% | Add +11.1% | 665,950 | $16.2M |
| Osaic Holdings, Inc. | 0.02% | Add +6.8% | 274,845 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +15.4% | 209,767 | $5.1M |
| Sanctuary Advisors, LLC | 0.03% | — | 184,194 | $4.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.54% | Add +0.4% | 150,768 | $3.7M |
| Mariner, LLC | 0.01% | Add +3.6% | 146,378 | $3.6M |
| ShoreHaven Wealth Partners, LLC | 1.87% | Add +4.2% | 146,018 | $3.6M |
| American Financial & Tax Strategies Inc. | 1.78% | Add +2.5% | 138,403 | $3.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +14.8% | 137,935 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Add +6.3% | 116,983 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | New | 113,012 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.4% | 106,440 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -0.3% | 75,901 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +65.8% | 69,139 | $1.7M |
| Leeward Financial Partners, LLC | 0.59% | Add +7.3% | 59,249 | $1.4M |
| Redhawk Wealth Advisors, Inc. | 0.22% | Add +296.1% | 58,992 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +9.7% | 56,497 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +4.8% | 50,001 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | New | 49,069 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Add +6.3% | 49,031 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +16.7% | 46,928 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +16.7% | 46,928 | $1.1M |
| Focus Partners Wealth | 0.00% | New | 44,860 | $1.1M |
| Landmark Wealth Management, LLC | 0.83% | Reduce -1.9% | 43,410 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -1.4% | 42,461 | $1.0M |
| Wulff, Hansen & Co. | 0.99% | No change | 41,187 | $1.0M |
| Raymond James & Associates | 0.00% | Add +9.5% | 40,736 | $994K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.9% | 40,526 | $989K |
| Bowman & Co S.C. | 0.57% | No change | 40,344 | $984K |
| Private Advisor Group, LLC | 0.01% | Add +47.5% | 40,084 | $978K |
| Cedar Point Capital Partners, LLC | 0.64% | Reduce -6.3% | 35,176 | $858K |
| SFG Wealth Management, LLC. | 0.41% | Add +3.8% | 29,434 | $718K |
| Harbour Investments, Inc. | 0.02% | Add +285.1% | 28,777 | $702K |
| GAMMA Investing LLC | 0.09% | Add +1127.0% | 28,000 | $683K |
| Kestra Advisory Services, LLC | 0.00% | Add +23.1% | 25,651 | $626K |
| Essex Financial Services, Inc. | 0.04% | Add +0.3% | 24,303 | $598K |
| Collaborative Wealth Managment Inc. | 0.28% | Add +7.9% | 23,769 | $580K |
| Truist Financial Corp. | 0.00% | Add +66.4% | 23,137 | $565K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.6% | 19,423 | $474K |
| Independent Advisor Alliance | 0.02% | New | 19,269 | $470K |
| Visionary Wealth Advisors | 0.03% | Add +10.8% | 18,950 | $462K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.6% | 17,796 | $434K |
| Bill Few Associates, Inc. | 0.14% | No change | 15,302 | $373K |
| Equitable Holdings, Inc. | 0.00% | Reduce -9.1% | 15,010 | $366K |
| Atria Investments, Inc | 0.00% | New | 14,937 | $364K |
| Janney Montgomery Scott LLC | 0.00% | Add +20.8% | 13,742 | $335K |
| TrueWealth Advisors, LLC | 0.11% | Add +48.3% | 12,719 | $310K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.3% | 11,256 | $275K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 11,153 | $272K |
| RFG Advisory, LLC | 0.01% | Add +3.8% | 11,019 | $269K |
| Magnus Financial Group LLC | 0.03% | Add +0.2% | 9,129 | $223K |
| International Assets Investment Management, LLC | 0.02% | New | 8,350 | $204K |
| Aspire Wealth Management Corp | 0.10% | No change | 7,215 | $176K |
| Private Trust Co. NA | 0.02% | No change | 6,479 | $158K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -20.1% | 5,608 | $137K |
| Pineridge Advisors LLC | 0.04% | Reduce -6.6% | 5,137 | $125K |
| Geneos Wealth Management Inc. | 0.00% | Add +217.5% | 4,483 | $109K |
| IFP Advisors, Inc | 0.00% | Add +118.1% | 4,362 | $106K |
| Jones Financial Companies LLLP | 0.00% | New | 2,377 | $58K |
| Creekmur Asset Management LLC | 0.01% | No change | 2,177 | $53K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +3.0% | 1,847 | $45K |
| VitalStone Financial, LLC | 0.03% | No change | 1,500 | $37K |
| Cwm, LLC | 0.00% | No change | 1,445 | $35K |
| Cornerstone Planning Group LLC | 0.01% | New | 1,215 | $30K |
| Capital Analysts, LLC | 0.00% | No change | 500 | $12K |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $52 |
"% of holder's portfolio" is FLMI's weight in each manager's 13F, not the share of Franklin Dynamic Municipal B the manager owns.