Abbot Financial Management
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Abbot Financial Management’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Abbot Financial Management’s Portfolio FTMA Stock Details FTMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$851K Hold
99,828
– – 0.3% 81
2026
Q2 		$911K Sell
99,828
-2,614
-3% -$23.6K 0.31% 80
2026
Q1 		$918K Hold
102,442
– – 0.38% 76
2025
Q4 		$923K Buy
+102,442
New +$922K 0.38% 69

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Allworth Financial
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
McCarter Private Wealth Services
McCarter Private Wealth Services Boston, Massachusetts $295M AUM 25.21% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $296M AUM 14.92% 1-Year Est. Return
Compass Capital Corp
Compass Capital Corp Braintree, Massachusetts $238M AUM 23.14% 1-Year Est. Return

Abbot Financial Management's FTMA Position: Q3 2026 in Review

Abbot Financial Management held its Franklin Massachusetts Municipal Income ETF (FTMA) position steady in Q3 2026 at 99,828 shares worth $851K. The position accounts for 0.3% of the portfolio, ranked #81.

Abbot Financial Management first reported a position in FTMA in Q4 2025 and has held it in 4 quarters since. The position peaked at $923K in Q4 2025. 54 funds tracked by Wall St. Rank hold FTMA as of Q3 2026.

  • Abbot Financial Management held 99,828 shares of Franklin Massachusetts Municipal Income ETF worth $851K as of Q3 2026.
  • Abbot Financial Management left its Franklin Massachusetts Municipal Income ETF share count unchanged in Q3 2026.
  • Franklin Massachusetts Municipal Income ETF made up 0.3% of Abbot Financial Management's portfolio in Q3 2026, its #81 holding.
  • Abbot Financial Management first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Abbot Financial Management's Franklin Massachusetts Municipal Income ETF position peaked at $923K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q3 2026.

Based on Abbot Financial Management's 13F filing for Q3 2026, filed 12 Nov 2026.