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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: 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 period: 12-31-2023 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
   FRANKLIN RESOURCES INC 586 - 2024-03-31 1,774,380 $43,526,000 -33,025
   J P MORGAN CHASE & CO 2514 - 2024-03-31 181,818 $4,460,000 -81,198
   CLS INVESTMENT FIRM LLC 412 - 2022-12-31 100,621 $2,351,000 -1,587
   CAPTRUST FINANCIAL ADVISORS 835 - 2024-03-31 76,121 $1,867,000 -14,616
   Landmark Wealth Management LLC 41 - 2024-03-31 44,245 $1,085,000 -2,707
   Orion Portfolio Solutions LLC 987 - 2024-03-31 40,200 $986,000 -18,501
   RAYMOND JAMES & ASSOCIATES 2630 - 2024-03-31 37,210 $913,000 -10,451
   Visionary Wealth Advisors 352 - 2024-03-31 17,105 $420,000 -1,551
   Equitable Holdings Inc. 875 - 2024-03-31 16,510 $405,000 -6,114
   AE Wealth Management LLC 1057 - 2024-03-31 8,821 $216,000 -7,775
   Pineridge Advisors LLC 73 - 2024-03-31 5,500 $135,000 -76
   CWM LLC 2516 - 2024-03-31 1,445 $35,000 -886
  12 Records found
  1    
  Page 1 of 1
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