Franklin Dynamic Municipal BFLMIETF

13F holders, Q3 2024 (September 30)
79holders +11
14new positions
2sold out
$24.99avg. 13F price*

At the end of Q3 2024, 79 institutions reported holding Franklin Dynamic Municipal B (FLMI) in their 13F filings, up 11 from Q2 2024. 14 opened new positions and 2 sold out. The largest holders were Focus Partners Wealth ($32.0M), LPL Financial LLC ($26.6M) and Central Bank & Trust Co. ($21.7M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions14$13.9M
Exits2$674K

All 13F filers, Q2 2024 → Q3 2024: 3,150,316 shares bought and 1,098,649 shares sold, net +2,051,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Focus Partners Wealth 0.10% Add +2752.7% 1,279,723 $32.0M
LPL Financial LLC 0.01% Add +17.4% 1,062,773 $26.6M
Central Bank & Trust Co. 2.99% Add +30.3% 867,890 $21.7M
Franklin Resources Inc. 0.00% Reduce -71.0% 418,637 $10.4M
Ameriprise Financial Inc. 0.00% Add +713.8% 399,320 $10.0M
Sanctuary Advisors, LLC 0.06% Add +93.2% 355,837 $8.8M
Kestra Private Wealth Services, LLC 0.12% New 254,125 $6.4M
Osaic Holdings, Inc. 0.01% Reduce -12.9% 239,429 $6.0M
JPMorgan Chase & Co. 0.00% Add +9.0% 228,634 $5.7M
Mariner, LLC 0.01% Add +17.4% 171,811 $4.3M
Patriot Financial Group Insurance Agency, LLC 0.55% Add +8.2% 163,103 $4.1M
Jane Street Group, LLC 0.01% Add +175.2% 155,451 $3.9M
Raymond James Financial Services Advisors, Inc. 0.01% Add +11.2% 153,318 $3.8M
Thrivent Financial for Lutherans 0.01% Add +35.1% 152,719 $3.8M
ShoreHaven Wealth Partners, LLC 1.79% Add +1.4% 148,014 $3.7M
American Financial & Tax Strategies Inc. 1.79% Add +2.0% 141,217 $3.5M
Bank of New York Mellon Corp 0.00% Add +9.0% 127,539 $3.2M
HighTower Advisors, LLC 0.00% New 122,062 $3.0M
Cetera Investment Advisers 0.01% Add +160.2% 110,494 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.2% 108,804 $2.7M
Commonwealth Equity Services, LLC 0.00% Add +17.5% 81,208 $2.0M
Captrust Financial Advisors 0.01% Reduce -2.8% 73,788 $1.8M
Private Advisor Group, LLC 0.01% Add +80.5% 72,359 $1.8M
Stratos Wealth Advisors, LLC 0.08% Add +43.1% 71,548 $1.8M
Steward Partners Investment Advisory, LLC 0.02% Add +63.1% 66,113 $1.7M
Leeward Financial Partners, LLC 0.57% Add +2.9% 60,936 $1.5M
Redhawk Wealth Advisors, Inc. 0.21% Add +2.1% 60,206 $1.5M
One Degree Advisors Inc 0.50% New 47,420 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +0.8% 47,291 $1.2M
Orion Portfolio Solutions, LLC 0.01% Add +0.8% 47,291 $1.2M
Financial Advocates Investment Management 0.07% Reduce -6.2% 46,004 $1.2M
Raymond James & Associates 0.00% Add +12.9% 45,984 $1.2M
Landmark Wealth Management, LLC 0.46% Reduce -2.4% 42,382 $1.1M
Wulff, Hansen & Co. 0.93% No change 41,187 $1.0M
Bowman & Co S.C. 0.53% No change 40,344 $1.0M
GAMMA Investing LLC 0.10% Add +43.7% 40,227 $1.0M
Cedar Point Capital Partners, LLC 0.63% Add +3.6% 36,427 $911K
Kestra Advisory Services, LLC 0.00% Add +30.1% 33,382 $835K
Harbour Investments, Inc. 0.03% Add +15.6% 33,255 $832K
MassMutual Private Wealth & Trust, FSB 0.02% New 31,347 $784K
Envestnet Asset Management Inc. 0.00% Add +61.4% 31,342 $784K
SFG Wealth Management, LLC. 0.39% Add +0.2% 29,483 $737K
Secure Asset Management, LLC 0.12% New 29,366 $734K
Collaborative Wealth Managment Inc. 0.31% Add +15.3% 27,396 $685K
Essex Financial Services, Inc. 0.05% Add +4.8% 25,462 $631K
Stifel Financial Corp. 0.00% Add +119.1% 24,434 $611K
Truist Financial Corp. 0.00% Add +2.9% 23,800 $595K
Visionary Wealth Advisors 0.03% Add +8.6% 20,588 $515K
Gladstone Institutional Advisory LLC 0.02% Reduce -4.1% 17,062 $427K
Atria Investments, Inc 0.01% Add +13.2% 16,911 $423K
TrueWealth Advisors, LLC 0.13% Add +24.9% 15,891 $397K
Bill Few Associates, Inc. 0.14% No change 15,302 $383K
Equitable Holdings, Inc. 0.00% No change 15,010 $375K
Janney Montgomery Scott LLC 0.00% Reduce -4.0% 13,190 $330K
Cullen/Frost Bankers, Inc. 0.00% New 12,983 $325K
Avantax Advisory Services, Inc. 0.00% Add +12.2% 12,634 $316K
Jones Financial Companies LLLP 0.00% Add +368.5% 11,136 $279K
RFG Advisory, LLC 0.01% Reduce -8.1% 10,124 $253K
Certified Advisory Corp 0.03% New 10,000 $250K
Cwm, LLC 0.00% Add +592.5% 10,007 $250K
Raymond James Trust N.A. 0.01% New 9,981 $250K
Sigma Planning Corp 0.01% New 9,502 $238K
Prudential Financial Inc. 0.00% New 9,468 $237K
Magnus Financial Group LLC 0.02% Add +2.2% 9,333 $233K
PFG Advisors 0.01% New 9,095 $227K
AE Wealth Management LLC 0.00% New 8,935 $223K
Aspire Wealth Management Corp 0.10% No change 7,215 $180K
Private Trust Co. NA 0.02% No change 6,479 $162K
Geneos Wealth Management Inc. 0.00% No change 4,483 $112K
IFP Advisors, Inc 0.00% Reduce -6.1% 4,094 $102K
Pineridge Advisors LLC 0.04% Reduce -21.5% 4,034 $101K
Creekmur Asset Management LLC 0.01% No change 2,177 $54K
Ameritas Investment Partners, Inc. 0.00% Add +13.2% 2,090 $52K
VitalStone Financial, LLC 0.03% No change 1,500 $38K
Cornerstone Planning Group LLC 0.01% Add +0.3% 1,219 $30K
Capital Analysts, LLC 0.00% No change 500 $13K
PNC Financial Services Group, Inc. 0.00% New 322 $8K
Morgan Stanley 0.00% Reduce -50.0% 1 $27
FMR LLC 0.00% New 1 $25

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