Franklin Dynamic Municipal BFLMIETF

13F holders, Q4 2024 (December 31)
96holders +17
20new positions
3sold out
$24.44avg. 13F price*

At the end of Q4 2024, 96 institutions reported holding Franklin Dynamic Municipal B (FLMI) in their 13F filings, up 17 from Q3 2024. 20 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($63.3M), Focus Partners Wealth ($31.9M) and Central Bank & Trust Co. ($18.3M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions20$15.0M
Exits3$237K

All 13F filers, Q3 2024 → Q4 2024: 2,832,680 shares bought and 867,728 shares sold, net +1,964,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

LPL Financial LLC 0.03% Add +143.8% 2,591,203 $63.3M
Focus Partners Wealth 0.08% Add +2.0% 1,306,016 $31.9M
Central Bank & Trust Co. 2.77% Reduce -13.6% 750,173 $18.3M
Ameriprise Financial Inc. 0.00% Add +44.9% 578,788 $14.1M
Raymond James Financial Inc. 0.00% — 480,164 $11.7M
Sanctuary Advisors, LLC 0.06% Add +6.7% 379,599 $9.3M
Kestra Private Wealth Services, LLC 0.12% Add +12.1% 284,843 $7.0M
JPMorgan Chase & Co. 0.00% Add +3.0% 235,496 $5.8M
Mariner, LLC 0.01% Add +7.0% 183,918 $4.5M
HighTower Advisors, LLC 0.01% Add +45.9% 178,132 $4.4M
Thrivent Financial for Lutherans 0.01% Add +8.3% 165,330 $4.0M
Bank of New York Mellon Corp 0.00% Add +25.2% 159,653 $3.9M
ShoreHaven Wealth Partners, LLC 1.76% Add +3.0% 152,487 $3.7M
Cetera Investment Advisers 0.01% Add +35.3% 149,501 $3.7M
Independent Advisor Alliance 0.05% New 148,314 $3.6M
American Financial & Tax Strategies Inc. 1.79% Add +0.2% 141,460 $3.5M
Patriot Financial Group Insurance Agency, LLC 0.43% Reduce -19.4% 131,451 $3.2M
Commonwealth Equity Services, LLC 0.00% Add +57.9% 128,254 $3.1M
Ocean Park Asset Management, LLC 0.10% New 118,300 $2.9M
Abound Financial, LLC 1.46% — 117,565 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.4% 112,546 $2.8M
Glenview Trust Co 0.05% New 106,938 $2.6M
Steward Partners Investment Advisory, LLC 0.02% Add +24.8% 82,485 $2.0M
Private Advisor Group, LLC 0.01% Add +8.0% 78,147 $1.9M
One Degree Advisors Inc 0.74% Add +56.3% 74,099 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -69.3% 73,561 $1.8M
Cwm, LLC 0.01% Add +624.2% 72,470 $1.8M
Captrust Financial Advisors 0.00% Reduce -4.1% 70,760 $1.7M
Prentice Wealth Management LLC 0.50% New 70,265 $1.7M
Stratos Wealth Advisors, LLC 0.08% Reduce -4.4% 68,407 $1.7M
Leeward Financial Partners, LLC 0.56% Add +6.1% 64,647 $1.6M
Redhawk Wealth Advisors, Inc. 0.21% Add +7.4% 64,646 $1.6M
GAMMA Investing LLC 0.13% Add +57.6% 63,401 $1.5M
Croban 1.46% — 61,078 $1.5M
Financial Advocates Investment Management 0.06% Reduce -1.0% 45,544 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -8.5% 43,278 $1.1M
Orion Portfolio Solutions, LLC 0.01% Reduce -8.5% 43,278 $1.1M
Wulff, Hansen & Co. 0.95% No change 41,187 $1.0M
Landmark Wealth Management, LLC 0.45% Reduce -2.9% 41,151 $1.0M
Bowman & Co S.C. 0.51% No change 40,344 $986K
Harbour Investments, Inc. 0.03% Add +18.1% 39,260 $959K
MassMutual Private Wealth & Trust, FSB 0.03% Add +23.0% 38,556 $942K
Flow Traders U.S. LLC 0.04% New 38,468 $940K
Cedar Point Capital Partners, LLC 0.63% Add +5.3% 38,363 $937K
Kestra Advisory Services, LLC 0.01% Add +13.4% 37,857 $925K
Golden State Wealth Management, LLC 0.12% — 33,647 $822K
Jane Street Group, LLC 0.00% Reduce -78.8% 32,996 $806K
Secure Asset Management, LLC 0.12% Add +11.0% 32,593 $796K
Econ Financial Services Corp 0.44% New 31,667 $774K
Collaborative Wealth Managment Inc. 0.34% Add +10.3% 30,225 $739K
SFG Wealth Management, LLC. 0.38% Add +0.2% 29,549 $722K
Truist Financial Corp. 0.00% Add +20.2% 28,603 $699K
Jones Financial Companies LLLP 0.00% Add +155.1% 28,402 $694K
Envestnet Asset Management Inc. 0.00% Reduce -12.7% 27,360 $669K
Essex Financial Services, Inc. 0.04% Add +1.8% 25,928 $634K
Stifel Financial Corp. 0.00% Add +3.4% 25,260 $617K
Gladstone Institutional Advisory LLC 0.03% Add +30.1% 22,191 $542K
Visionary Wealth Advisors 0.03% Add +1.1% 20,808 $508K
TrueWealth Advisors, LLC 0.16% Add +26.7% 20,130 $492K
Janney Montgomery Scott LLC 0.00% Add +45.5% 19,187 $469K
Franklin Resources Inc. 0.00% Reduce -95.6% 18,581 $454K
Integrity Wealth Advisors, Inc. 0.33% — 18,530 $453K
Atria Investments, Inc 0.01% Reduce -3.0% 16,397 $401K
Bill Few Associates, Inc. 0.13% No change 15,302 $374K
Equitable Holdings, Inc. 0.00% No change 15,010 $367K
Mallini Complete Financial Planning LLC 0.61% — 14,702 $359K
International Assets Investment Management, LLC 0.03% New 14,244 $349K
Integrated Wealth Concepts LLC 0.00% New 14,201 $347K
Private Trust Co. NA 0.03% Add +108.7% 13,522 $330K
Cullen/Frost Bankers, Inc. 0.00% Add +1.1% 13,121 $321K
Avantax Advisory Services, Inc. 0.00% Add +0.6% 12,709 $311K
Royal Bank of Canada 0.00% New 12,296 $300K
RFG Advisory, LLC 0.01% Add +0.1% 10,129 $247K
Atria Wealth Solutions, Inc. 0.00% New 9,990 $244K
Certified Advisory Corp 0.03% No change 10,000 $244K
Per Stirling Capital Management, LLC. 0.03% New 9,945 $243K
Sigma Planning Corp 0.01% Add +3.9% 9,873 $241K
Acorn Wealth Advisors, LLC 0.10% New 9,833 $240K
Magnus Financial Group LLC 0.02% Add +3.6% 9,665 $236K
PFG Advisors 0.01% Add +0.9% 9,177 $224K
AE Wealth Management LLC 0.00% Reduce -0.2% 8,921 $218K
Latitude Advisors, LLC 0.12% New 8,597 $210K
D.A. Davidson & Co. 0.00% New 8,479 $207K
EverSource Wealth Advisors, LLC 0.01% New 7,857 $192K
Geneos Wealth Management Inc. 0.00% No change 4,483 $110K
IFP Advisors, Inc 0.00% Add +0.9% 4,130 $101K
Pineridge Advisors LLC 0.04% Reduce -2.8% 3,920 $96K
Comerica Bank 0.00% New 3,120 $76K
Ameritas Investment Partners, Inc. 0.00% Add +13.2% 2,365 $58K
Creekmur Asset Management LLC 0.01% No change 2,177 $53K
Cornerstone Planning Group LLC 0.01% Add +1.1% 1,232 $30K
National Bank of Canada 0.00% New 1,000 $24K
Capital Analysts, LLC 0.00% No change 500 $12K
PNC Financial Services Group, Inc. 0.00% Add +24.8% 402 $10K
Principal Securities, Inc. 0.00% New 350 $9K
GPS Wealth Strategies Group, LLC 0.00% New 100 $2K

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