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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
   FRANKLIN RESOURCES INC 515 - 2023-12-31 1,807,405 $43,848,000 -106
   CENTRAL BANK & TRUST CO 9 - 2024-03-31 599,424 $14,698,000 302,019
   LPL FINANCIAL CORP 1091 - 2023-12-31 537,019 $13,028,000 -16,094
   J P MORGAN CHASE & CO 2299 - 2023-12-31 263,016 $6,381,000 111,998
   Advisor Group Holdings Inc. 1268 - 2023-12-31 183,922 $4,462,000 180,046
   ShoreHaven Wealth Partners LLC 18 - 2023-12-31 124,929 $3,031,000 -8,640
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1424 - 2024-03-31 120,098 $2,946,000 375
   BANK OF NEW YORK MELLON CORP 2604 - 2024-03-31 110,009 $2,699,000 18,866
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1139 - 2024-03-31 99,078 $2,430,000 10,635
   CLS INVESTMENT FIRM LLC 412 - 2022-12-31 100,621 $2,351,000 -1,587
   CAPTRUST FINANCIAL ADVISORS 857 - 2023-12-31 90,737 $2,201,000 -19,440
   QUANTITATIVE ADVANTAGE LLC 68 - 2023-03-31 84,191 $2,014,000 17,377
   Patriot Financial Group Insurance Agency LLC 67 *New 2023-12-31 71,356 $1,731,000 71,356
   Orion Portfolio Solutions LLC 782 - 2023-12-31 58,701 $1,423,000 -33,813
   Leeward Financial Partners LLC 46 - 2024-03-31 55,191 $1,354,000 8,508
   Stratos Wealth Advisors LLC 301 - 2024-03-31 47,729 $1,171,000 4,153
   Atlas Private Wealth Management 66 - 2024-03-31 47,589 $1,167,000 1,039
   Landmark Wealth Management LLC 41 - 2024-03-31 44,245 $1,085,000 -2,707
   Bowman & Co S.C. 50 *New 2024-03-31 40,344 $990,000 40,344
   Financial Advocates Investment Management 303 - 2023-12-31 37,813 $917,000 5,289
   RAYMOND JAMES & ASSOCIATES 2630 - 2024-03-31 37,210 $913,000 -10,451
   Cedar Point Capital Partners LLC 29 - 2023-12-31 34,519 $837,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2373 - 2023-12-31 29,218 $709,000 17,900
   SFG Wealth Management LLC. 37 *New 2024-03-31 28,351 $695,000 28,351
   JANE STREET GROUP LLC 3648 - 2023-12-31 26,857 $652,000 -41,451
   ESSEX FINANCIAL SERVICES INC 293 - 2024-03-31 24,224 $594,000 11,304
   Equitable Holdings Inc. 740 *New 2023-12-31 22,624 $549,000 22,624
   Private Advisor Group LLC 1531 *New 2023-12-31 18,924 $459,000 18,924
   Visionary Wealth Advisors 328 - 2023-12-31 18,656 $453,000 -268
   FINANCIAL NETWORK 1969 - 2023-12-31 18,301 $444,000 -1,257
   Gladstone Institutional Advisory LLC 456 - 2023-12-31 16,869 $409,000 -873
   AE Wealth Management LLC 1555 *New 2023-12-31 16,596 $400,000 16,596
   ENVESTNET ASSET MANAGEMENT INC 3433 - 2023-12-31 16,147 $392,000 1,701
   Bill Few Associates Inc. 110 - 2024-03-31 15,302 $375,000 0
   Redhawk Wealth Advisors Inc. 207 *New 2023-12-31 14,561 $353,000 14,561
   Steward Partners Investment Advisory LLC 1163 - 2023-12-31 13,961 $339,000 1,963
   Kestra Advisory Services LLC 1754 *New 2023-12-31 13,885 $337,000 13,885
   BB&T CORP 2190 *New 2023-12-31 13,792 $335,000 13,792
   Collaborative Wealth Managment Inc. 115 - 2023-12-31 12,915 $313,000 2,434
   JANNEY MONTGOMERY SCOTT LLC 2265 *New 2023-12-31 11,158 $271,000 11,158
   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
   Magnus Financial Group LLC 275 - 2023-12-31 8,561 $208,000 -26,264
   Cetera Investment Advisers 2031 - 2023-12-31 8,265 $201,000 -1,908
   Aspire Wealth Management Corp *New 2023-12-31 7,215 $175,000 7,215
   BENJAMIN F. EDWARDS & COMPANY INC. 908 - 2023-12-31 7,022 $170,000 -3,874
   PRIVATE TRUST CO NA 723 - 2024-03-31 6,479 $159,000 0
   Pineridge Advisors LLC - 2023-12-31 5,576 $135,000 0
   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
   Creekmur Asset Management LLC - 2023-12-31 2,177 $53,000 0
   SUMMIT INVESTMENT ADVISORS INC 2312 - 2023-12-31 1,510 $37,000 56
   CWM LLC 2516 - 2024-03-31 1,445 $35,000 -886
   VitalStone Financial LLC 189 - 2023-12-31 1,300 $32,000 0
   Geneos Wealth Management Inc. - 2023-12-31 1,000 $24,000 0
   Tidemark LLC 391 - 2023-12-31 530 $13,000 0
   Capital Analysts Inc. 858 - 2023-12-31 500 $12,000 0
   ODell Group LLC 410 *New 2023-12-31 179 $4,000 179
   ROYAL BANK OF CANADA 6588 *Closed 2023-12-31 0 $0 -142
   FLOW TRADERS U.S. LLC 1055 *Closed 2023-12-31 0 $0 -18,963
   PROEQUITIES INC. 8267 - 2023-12-31 0 $0 0
   OLD MISSION CAPITAL LLC 1114 *Closed 2023-12-31 0 $0 -24,845
  62 Records found
  1    
  Page 1 of 1
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