Franklin Dynamic Municipal BFLMIETF
13F holders, Q1 2025 (March 31)125holders +29
30new positions
4sold out
$24.44avg. 13F price*
At the end of Q1 2025, 125 institutions reported holding Franklin Dynamic Municipal B (FLMI) in their 13F filings, up 29 from Q4 2024. 30 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($75.4M), Cliftonlarsonallen Wealth Advisors, LLC ($50.3M) and Focus Partners Wealth ($31.5M).
- Company
- Franklin Dynamic Municipal B
- CUSIP
- 35473P868
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $91.2M |
| Exits | 4 | $8.2M |
All 13F filers, Q4 2024 → Q1 2025: 6,182,160 shares bought and 544,450 shares sold, net +5,637,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| LPL Financial LLC | 0.03% | Add +19.0% | 3,084,460 | $75.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.94% | New | 2,059,688 | $50.3M |
| Focus Partners Wealth | 0.08% | Reduce -1.4% | 1,287,902 | $31.5M |
| Ameriprise Financial Inc. | 0.01% | Add +29.7% | 750,910 | $18.4M |
| Central Bank & Trust Co. | 3.02% | Reduce -1.4% | 739,782 | $18.1M |
| Raymond James Financial Inc. | 0.01% | Add +24.5% | 597,975 | $14.6M |
| RFG Advisory, LLC | 0.37% | Add +5425.9% | 559,713 | $13.7M |
| Legacy CG, LLC | 3.85% | New | 488,106 | $11.9M |
| BlueStem Wealth Partners, LLC | 1.40% | New | 419,617 | $10.3M |
| Sanctuary Advisors, LLC | 0.07% | Add +4.2% | 395,360 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +3.9% | 296,034 | $7.2M |
| Ocean Park Asset Management, LLC | 0.23% | Add +123.4% | 264,300 | $6.5M |
| Bank of New York Mellon Corp | 0.00% | Add +65.0% | 263,371 | $6.4M |
| TruWealth Advisors, LLC | 0.32% | New | 215,115 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Add +19.3% | 212,497 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.6% | 210,524 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +662.4% | 208,580 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +38.7% | 207,302 | $5.1M |
| VestGen Advisors, LLC | 0.22% | — | 194,666 | $4.8M |
| Mariner, LLC | 0.01% | Add +2.1% | 187,839 | $4.6M |
| Wealth Alliance Advisory Group, LLC | 0.85% | New | 168,714 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +26.6% | 162,396 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +24.0% | 139,582 | $3.4M |
| American Financial & Tax Strategies Inc. | 1.76% | Reduce -5.0% | 134,343 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +78.7% | 131,462 | $3.2M |
| Prentice Wealth Management LLC | 0.91% | Add +83.0% | 128,548 | $3.1M |
| ShoreHaven Wealth Partners, LLC | 1.48% | Reduce -16.8% | 126,832 | $3.1M |
| Abound Financial, LLC | 1.39% | Reduce -4.2% | 112,639 | $2.8M |
| Glenview Trust Co | 0.05% | No change | 106,938 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +12.9% | 93,149 | $2.3M |
| Cwm, LLC | 0.01% | Add +24.9% | 90,505 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +6.0% | 82,845 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Reduce -37.7% | 81,946 | $2.0M |
| Financial Advocates Investment Management | 0.14% | Add +78.0% | 81,078 | $2.0M |
| Redhawk Wealth Advisors, Inc. | 0.27% | Add +24.9% | 80,724 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +16.3% | 79,545 | $1.9M |
| MML Investors Services, LLC | 0.01% | New | 77,822 | $1.9M |
| One Degree Advisors Inc | 0.77% | Add +3.6% | 76,769 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +0.5% | 71,075 | $1.7M |
| Croban | 1.53% | Add +11.6% | 68,149 | $1.7M |
| Leeward Financial Partners, LLC | 0.61% | Add +2.7% | 66,386 | $1.6M |
| GAMMA Investing LLC | 0.11% | Reduce -7.4% | 58,696 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +50.1% | 56,826 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +184.5% | 54,579 | $1.3M |
| Bowman & Co S.C. | 0.64% | Add +32.3% | 53,375 | $1.3M |
| SFG Wealth Management, LLC. | 0.58% | Add +63.9% | 48,435 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +67.5% | 47,578 | $1.2M |
| Wayfinding Financial, LLC | 0.50% | New | 46,785 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +37.2% | 45,280 | $1.1M |
| Sabal Trust CO | 0.06% | New | 44,410 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +93.9% | 43,024 | $1.1M |
| Wulff, Hansen & Co. | 0.92% | No change | 41,187 | $1.0M |
| Landmark Wealth Management, LLC | 0.43% | Reduce -2.3% | 40,198 | $982K |
| Truist Financial Corp. | 0.00% | Add +39.1% | 39,782 | $972K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +3.1% | 39,772 | $972K |
| Cedar Point Capital Partners, LLC | 0.64% | Add +1.8% | 39,056 | $955K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 37,759 | $923K |
| Stifel Financial Corp. | 0.00% | Add +47.7% | 37,300 | $912K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -16.2% | 36,281 | $887K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -16.2% | 36,281 | $887K |
| Equitable Holdings, Inc. | 0.01% | Add +129.4% | 34,437 | $842K |
| Golden State Wealth Management, LLC | 0.12% | Reduce -0.6% | 33,434 | $817K |
| Integrated Wealth Concepts LLC | 0.01% | Add +134.4% | 33,290 | $814K |
| Collaborative Wealth Managment Inc. | 0.36% | Add +2.8% | 31,068 | $759K |
| Econ Financial Services Corp | 0.39% | Reduce -6.3% | 29,665 | $725K |
| Flow Traders U.S. LLC | 0.03% | Reduce -23.6% | 29,372 | $718K |
| Embree Financial Group | 0.12% | New | 28,596 | $699K |
| Harbour Investments, Inc. | 0.02% | Reduce -32.0% | 26,694 | $652K |
| Summit Financial Consulting LLC | 0.54% | — | 23,933 | $585K |
| Essex Financial Services, Inc. | 0.04% | Reduce -8.8% | 23,646 | $578K |
| TrueWealth Advisors, LLC | 0.19% | Add +16.6% | 23,477 | $574K |
| Visionary Wealth Advisors | 0.03% | Add +0.9% | 20,991 | $513K |
| International Assets Investment Management, LLC | 0.04% | Add +40.7% | 20,044 | $490K |
| &partners | 0.01% | New | 19,164 | $467K |
| Integrity Wealth Advisors, Inc. | 0.34% | Add +2.7% | 19,026 | $465K |
| Retirement Planning Group, LLC | 0.02% | New | 18,984 | $464K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 18,621 | $455K |
| Private Trust Co. NA | 0.05% | Add +35.4% | 18,302 | $447K |
| Creative Planning | 0.00% | New | 18,118 | $443K |
| Secure Asset Management, LLC | 0.08% | Reduce -50.7% | 16,076 | $393K |
| Bill Few Associates, Inc. | 0.13% | No change | 15,302 | $374K |
| Mallini Complete Financial Planning LLC | 0.38% | Add +0.9% | 14,832 | $362K |
| D.A. Davidson & Co. | 0.00% | Add +69.3% | 14,354 | $351K |
| Crux Wealth Advisors | 0.18% | New | 13,923 | $340K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 13,892 | $340K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.9% | 13,236 | $323K |
| Atria Investments, Inc | 0.00% | Reduce -22.1% | 12,772 | $312K |
| NewSquare Capital LLC | 0.03% | New | 12,521 | $306K |
| Prospera Financial Services Inc | 0.01% | New | 12,434 | $304K |
| Kintra Wealth, LLC | 0.20% | New | 12,150 | $297K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +18.0% | 11,791 | $288K |
| Royal Bank of Canada | 0.00% | Reduce -4.6% | 11,726 | $287K |
| VestGen Investment Management | 0.21% | New | 11,170 | $273K |
| Latitude Advisors, LLC | 0.15% | Add +24.1% | 10,673 | $261K |
| GWN Securities Inc. | 0.01% | New | 10,673 | $261K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +7.4% | 10,563 | $258K |
| Certified Advisory Corp | 0.03% | No change | 10,000 | $244K |
| Per Stirling Capital Management, LLC. | 0.04% | No change | 9,945 | $243K |
| Sigma Planning Corp | 0.01% | Reduce -3.7% | 9,511 | $232K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2194.8% | 9,225 | $225K |
"% of holder's portfolio" is FLMI's weight in each manager's 13F, not the share of Franklin Dynamic Municipal B the manager owns.