Vault-13

FRANKLIN TEMPLETON ETF TR FLMI

FRANKLIN DYN MUN · ETP · CUSIP 35473P868

127 institutional holders +29 vs Q4 2024
16,525,97116.5m shares reported held*
$403.9mreported value*
30 new 60 added 23 reduced 4 sold out net bought ≈ $107.0m (+4.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($28.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.44.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 24Q4 22: 27Q1 23: 32Q2 23: 30Q3 23: 37Q4 23: 54Q1 24: 64Q2 24: 69Q3 24: 80Q4 24: 98Q1 25: 127127Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202224
Q4 202227
Q1 202332
Q2 202330
Q3 202337
Q4 202354
Q1 202464
Q2 202469
Q3 202480
Q4 202498
Q1 2025127

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 21 bought or addedQ2 23: 9 cut or sold outQ3 23: 26 bought or addedQ3 23: 7 cut or sold outQ3 23Q4 23: 28 bought or addedQ4 23: 19 cut or sold outQ1 24: 45 bought or addedQ1 24: 14 cut or sold outQ1 24Q2 24: 48 bought or addedQ2 24: 13 cut or sold outQ3 24: 57 bought or addedQ3 24: 13 cut or sold outQ3 24Q4 24: 67 bought or addedQ4 24: 19 cut or sold outQ1 25: 90 bought or addedQ1 25: 27 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023219
Q3 2023267
Q4 20232819
Q1 20244514
Q2 20244813
Q3 20245713
Q4 20246719
Q1 20259027

Biggest buyers

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC New +2,059,688+2.1m
RFG Advisory, LLC Added +549,584+549.6k
LPL Financial LLC Added +493,257+493.3k
Legacy CG, LLC New +488,106+488.1k
BlueStem Wealth Partners, LLC New +419,617+419.6k
TruWealth Advisors, LLC New +215,115+215.1k
ENVESTNET ASSET MANAGEMENT INC Added +181,220+181.2k
AMERIPRISE FINANCIAL INC Added +172,122+172.1k
Wealth Alliance Advisory Group, LLC New +168,714+168.7k
Ocean Park Asset Management, LLC Added +146,000+146.0k

Biggest sellers

Focus Partners Wealth Reduced -1,324,130-1.3m
Thrivent Financial for Lutherans Sold out -165,330-165.3k
Independent Advisor Alliance Sold out -148,314-148.3k
Patriot Financial Group Insurance Agency, LLC Reduced -49,505-49.5k
ShoreHaven Wealth Partners, LLC Reduced -25,655-25.7k
JPMORGAN CHASE & CO Reduced -24,972-25.0k
Secure Asset Management, LLC Reduced -16,517-16.5k
AVANTAX ADVISORY SERVICES, INC. Sold out -12,709-12.7k
HARBOUR INVESTMENTS, INC. Reduced -12,566-12.6k
CENTRAL BANK & TRUST CO Reduced -10,391-10.4k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 3,084,4603.1m $75.4m $75.4m 0.03% Added +493.3k +493,257
2 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.94% of their portfolio MINNEAPOLIS, MN 2,059,6882.1m $50.3m $50.3m 0.94% New
3 Focus Partners Wealth 0.08% of their portfolio ST LOUIS, MO 1,287,9021.3m $31.5m $31.5m 0.08% Reduced -1.3m -1,324,130
4 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 750,910750.9k $18.4m $18.4m 0.00% Added +172.1k +172,122
5 CENTRAL BANK & TRUST CO 3.02% of their portfolio LEXINGTON, KY 739,782739.8k $18.1m $18.1m 3.02% Reduced -10.4k -10,391
6 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 597,975598.0k $14.6m $14.6m 0.01% Added +117.8k +117,811
7 RFG Advisory, LLC 0.37% of their portfolio BIRMINGHAM, AL 559,713559.7k $13.7m $13.7m 0.37% Added +549.6k +549,584
8 Legacy CG, LLC 3.85% of their portfolio PLANO, TX 488,106488.1k $11.9m $11.9m 3.85% New
9 BlueStem Wealth Partners, LLC 1.40% of their portfolio MINNETONKA, MN 419,617419.6k $10.3m $10.3m 1.40% New
10 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 395,360395.4k $9.7m $9.7m 0.07% Added +15.8k +15,761
11 KESTRA PRIVATE WEALTH SERVICES, LLC 0.12% of their portfolio AUSTIN, TX 296,034296.0k $7.2m $7.2m 0.12% Added +11.2k +11,191
12 Ocean Park Asset Management, LLC 0.23% of their portfolio SANTA MONICA, CA 264,300264.3k $6.5m $6.5m 0.23% Added +146.0k +146,000
13 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 263,371263.4k $6.4m $6.4m 0.00% Added +103.7k +103,718
14 TruWealth Advisors, LLC 0.32% of their portfolio Metairie, LA 215,115215.1k $5.3m $5.3m 0.32% New
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 212,497212.5k $5.2m $5.2m 0.01% Added +34.4k +34,365
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 210,524210.5k $5.1m $5.1m 0.00% Reduced -25.0k -24,972
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 208,580208.6k $5.1m $5.1m 0.00% Added +181.2k +181,220
18 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 207,302207.3k $5.1m $5.1m 0.01% Added +57.8k +57,801
19 VestGen Advisors, LLC 0.22% of their portfolio CHICAGO, IL 194,666194.7k $4.8m $4.8m 0.22% First filing
20 Mariner, LLC 0.01% of their portfolio Overland Park, KS 187,839187.8k $4.6m $4.6m 0.01% Added +3.9k +3,921
21 Wealth Alliance Advisory Group, LLC 0.85% of their portfolio Wichita, KS 168,714168.7k $4.1m $4.1m 0.85% New
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 162,396162.4k $4.0m $4.0m 0.01% Added +34.1k +34,142
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 139,582139.6k $3.4m $3.4m 0.01% Added +27.0k +27,036
24 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.77% of their portfolio NEW YORK, NY 134,343134.3k $3.3m $3.3m 1.77% Reduced -7.1k -7,117
25 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 131,462131.5k $3.2m $3.2m 0.01% Added +57.9k +57,901
26 Prentice Wealth Management LLC 0.91% of their portfolio Rochester, NY 128,548128.5k $3.1m $3.1m 0.91% Added +58.3k +58,283
27 ShoreHaven Wealth Partners, LLC 1.48% of their portfolio Red Bank, NJ 126,832126.8k $3.1m $3.1m 1.48% Reduced -25.7k -25,655
28 ABOUND FINANCIAL, LLC 1.39% of their portfolio GRANITE BAY, CA 112,639112.6k $2.8m $2.8m 1.39% Reduced -4.9k -4,926
29 Glenview Trust Co 0.05% of their portfolio Louisville, KY 106,938106.9k $2.6m $2.6m 0.05% Unchanged
30 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 93,14993.1k $2.3m $2.3m 0.02% Added +10.7k +10,664
31 CWM, LLC 0.01% of their portfolio OMAHA, NE 90,50590.5k $2.2m $2.2m 0.01% Added +18.0k +18,035
32 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 82,84582.8k $2.0m $2.0m 0.01% Added +4.7k +4,698
33 Patriot Financial Group Insurance Agency, LLC 0.27% of their portfolio Westborough, MA 81,94681.9k $2.0m $2.0m 0.27% Reduced -49.5k -49,505
34 Financial Advocates Investment Management 0.14% of their portfolio OLYMPIA, WA 81,07881.1k $2.0m $2.0m 0.14% Added +35.5k +35,534
35 Redhawk Wealth Advisors, Inc. 0.27% of their portfolio MINNEAPOLIS, MN 80,72480.7k $2.0m $2.0m 0.27% Added +16.1k +16,078
36 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 79,55979.6k $1.9m $1.9m 0.01% Added +36.3k +36,281
37 Stratos Wealth Advisors, LLC 0.11% of their portfolio BEACHWOOD, OH 79,54579.5k $1.9m $1.9m 0.11% Added +11.1k +11,138
38 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 77,82277.8k $1.9m $1.9m 0.01% New
39 One Degree Advisors Inc 0.77% of their portfolio SAN DIEGO, CA 76,76976.8k $1.9m $1.9m 0.77% Added +2.7k +2,670
40 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 71,07571.1k $1.7m $1.7m 0.00% Added +315 +315
41 CROBAN 1.53% of their portfolio FREMONT, OH 68,14968.1k $1.7m $1.7m 1.53% Added +7.1k +7,071
42 Leeward Financial Partners, LLC 0.61% of their portfolio Bellevue, WA 66,38666.4k $1.6m $1.6m 0.61% Added +1.7k +1,739
43 GAMMA Investing LLC 0.11% of their portfolio FOSTER CITY, CA 58,69658.7k $1.4m $1.4m 0.11% Reduced -4.7k -4,705
44 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 56,82656.8k $1.4m $1.4m 0.01% Added +19.0k +18,969
45 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 54,57954.6k $1.3m $1.3m 0.00% Added +35.4k +35,392
46 Bowman & Co S.C. 0.64% of their portfolio Oshkosh, WI 53,37553.4k $1.3m $1.3m 0.64% Added +13.0k +13,031
47 SFG Wealth Management, LLC. 0.58% of their portfolio TOWSON, MD 48,43548.4k $1.2m $1.2m 0.58% Added +18.9k +18,886
48 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 47,57847.6k $1.2m $1.2m 0.00% Added +19.2k +19,176
49 Wayfinding Financial, LLC 0.50% of their portfolio LYNNWOOD, WA 46,78546.8k $1.1m $1.1m 0.50% New
50 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 45,28045.3k $1.1m $1.1m 0.00% Added +12.3k +12,284
51 Sabal Trust CO 0.06% of their portfolio ST. PETERSBURG, FL 44,41044.4k $1.1m $1.1m 0.06% New
52 Gladstone Institutional Advisory LLC 0.05% of their portfolio Bedminster, NJ 43,02443.0k $1.1m $1.1m 0.05% Added +20.8k +20,833
53 WULFF, HANSEN & CO. 0.92% of their portfolio SAN RAFAEL, CA 41,18741.2k $1.0m $1.0m 0.92% Unchanged
54 Landmark Wealth Management, LLC 0.43% of their portfolio MELVILLE, NY 40,19840.2k $982.0k $982.0k 0.43% Reduced -953 -953
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 39,78239.8k $972.3k $972.3k 0.00% Added +11.2k +11,179
56 MassMutual Private Wealth & Trust, FSB 0.03% of their portfolio Windsor, CT 39,77239.8k $972.0k $972.0k 0.03% Added +1.2k +1,216
57 Cedar Point Capital Partners, LLC 0.64% of their portfolio Cedar Rapids, IA 39,05639.1k $954.5k $954.5k 0.64% Added +693 +693
58 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 37,75937.8k $922.8k $922.8k 0.00% Added +37.8k +37,759
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 37,30037.3k $911.6k $911.6k 0.00% Added +12.0k +12,040
60 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 36,28136.3k $886.7k $886.7k 0.01% Reduced -7.0k -6,997
61 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 34,43734.4k $841.6k $841.6k 0.01% Added +19.4k +19,427
62 Golden State Wealth Management, LLC 0.12% of their portfolio SANTA ANA, CA 33,43433.4k $817.1k $817.1k 0.12% Reduced -213 -213
63 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 33,29033.3k $813.6k $813.6k 0.01% Added +19.1k +19,089
64 Collaborative Wealth Managment Inc. 0.36% of their portfolio LAKE MARY, FL 31,06831.1k $759.3k $759.3k 0.36% Added +843 +843
65 Econ Financial Services Corp 0.39% of their portfolio HARRISBURG, PA 29,66529.7k $725.0k $725.0k 0.39% Reduced -2.0k -2,002
66 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 29,37229.4k $718.0k $718.0k 0.03% Reduced -9.1k -9,096
67 Embree Financial Group 0.12% of their portfolio Chicago, IL 28,59628.6k $698.9k $698.9k 0.12% New
68 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 26,69426.7k $652.4k $652.4k 0.02% Reduced -12.6k -12,566
69 Summit Financial Consulting LLC 0.54% of their portfolio STERLING HEIGHTS, MI 23,93323.9k $584.9k $584.9k 0.54% First filing
70 Essex Financial Services, Inc. 0.04% of their portfolio ESSEX, CT 23,64623.6k $577.9k $577.9k 0.04% Reduced -2.3k -2,282
71 TrueWealth Advisors, LLC 0.19% of their portfolio BIRMINGHAM, AL 23,47723.5k $573.8k $573.8k 0.19% Added +3.3k +3,347
72 Visionary Wealth Advisors 0.03% of their portfolio O'FALLON, IL 20,99121.0k $513.0k $513.0k 0.03% Added +183 +183
73 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio ORLANDO, FL 20,04420.0k $489.9k $489.9k 0.04% Added +5.8k +5,800
74 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 19,16419.2k $467.2k $467.2k 0.00% New
75 INTEGRITY WEALTH ADVISORS, INC. 0.34% of their portfolio Ventura, CA 19,02619.0k $465.0k $465.0k 0.34% Added +496 +496
76 Retirement Planning Group, LLC 0.02% of their portfolio LEAWOOD, KS 18,98419.0k $464.0k $464.0k 0.02% New
77 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 18,62118.6k $455.1k $455.1k 0.00% Added +40 +40
78 PRIVATE TRUST CO NA 0.05% of their portfolio CLEVELAND, OH 18,30218.3k $447.3k $447.3k 0.05% Added +4.8k +4,780
79 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 18,11818.1k $442.8k $442.8k 0.00% New
80 Secure Asset Management, LLC 0.08% of their portfolio Troy, MI 16,07616.1k $392.9k $392.9k 0.08% Reduced -16.5k -16,517
81 Bill Few Associates, Inc. 0.13% of their portfolio SEWICKLEY, PA 15,30215.3k $374.0k $374.0k 0.13% Unchanged
82 Mallini Complete Financial Planning LLC 0.35% of their portfolio GAINESVILLE, FL 14,83214.8k $362.5k $362.5k 0.35% Added +130 +130
83 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 14,35414.4k $350.8k $350.8k 0.00% Added +5.9k +5,875
84 CRUX WEALTH ADVISORS 0.18% of their portfolio LONG BEACH, CA 13,92313.9k $340.3k $340.3k 0.18% New
85 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 13,89213.9k $339.5k $339.5k 0.01% New
86 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 13,23613.2k $323.5k $323.5k 0.00% Added +115 +115
87 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 12,77212.8k $312.1k $312.1k 0.00% Reduced -3.6k -3,625
88 NewSquare Capital LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 12,52112.5k $306.0k $306.0k 0.02% New
89 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 12,43412.4k $303.9k $303.9k 0.01% New
90 KINTRA WEALTH, LLC 0.20% of their portfolio WILLIAMSPORT, PA 12,15012.2k $296.9k $296.9k 0.20% New
91 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 11,79111.8k $288.2k $288.2k 0.00% Added +1.8k +1,801
92 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,72611.7k $287.0k $287.0k 0.00% Reduced -570 -570
93 VestGen Investment Management 0.21% of their portfolio EGG HARBOR TOWNSHIP, NJ 11,17011.2k $273.0k $273.0k 0.21% New
94 GWN SECURITIES INC. 0.01% of their portfolio Palm Beach Gardens, FL 10,67310.7k $260.8k $260.8k 0.01% New
95 Latitude Advisors, LLC 0.15% of their portfolio YORKVILLE, IL 10,67310.7k $260.8k $260.8k 0.15% Added +2.1k +2,076
96 Acorn Wealth Advisors, LLC 0.11% of their portfolio Grand Blanc, MI 10,56310.6k $258.2k $258.2k 0.11% Added +730 +730
97 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 10,00010.0k $244.4k $244.4k 0.03% Unchanged
98 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 9,9459.9k $243.1k $243.1k 0.03% Unchanged
99 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 9,5119.5k $232.5k $232.5k 0.01% Reduced -362 -362
100 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,2259.2k $225.5k $225.5k 0.00% Added +8.8k +8,823