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Get Institutions for : 
Franklin Liberty Intermediate Municipal Opptys Etf (FLMI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 50    12
Total shares held : 
 4,378,373  
% of shares held : 
 48.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 581,361  
% of shares held change : 
   6.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 391,437
 8.94%
 
Increased Positions :
12
 463,966
 10.6%
 
Unchanged Positions :
8
 59,630
 1.36%
 
Decreased Positions :
14
-209,545
-4.79%
 
Closed Positions :
4
-64,497
-1.47%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MARINER WEALTH ADVISORS, LLC 871 *New 2024-03-31 141,224 $3,464,000 141,224
   WULFF HANSEN & CO. 33 *New 2024-03-31 41,187 $1,010,000 41,187
   Bowman & Co S.C. 50 *New 2024-03-31 40,344 $990,000 40,344
   SFG Wealth Management LLC. 37 *New 2024-03-31 28,351 $695,000 28,351
   MULTIFINANCIAL SECURITIES CORP 1728 *New 2024-03-31 16,629 $408,000 16,629
   CITADEL ADVISORS LLC 4049 *New 2024-03-31 14,598 $358,000 14,598
   H D Vest Advisory Services 1342 *New 2024-03-31 11,225 $275,000 11,225
   STIFEL FINANCIAL CORP 2952 *New 2024-03-31 11,085 $272,000 11,085
   RFG Advisory Group LLC 637 *New 2024-03-31 10,614 $260,000 10,614
   TrueWealth Advisors LLC 199 *New 2024-03-31 8,576 $210,000 8,576
   HARBOUR INVESTMENTS INC. 1236 *New 2023-12-31 3,242 $79,000 3,242
   GAMMA Investing LLC 959 *New 2024-03-31 2,282 $56,000 2,282
   MORGAN STANLEY 7567 *New 2024-03-31 1 $0 1
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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