AFM
FTMA

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
Q1 		$918K Hold
102,442
– – 0.38% 77
2025
Q4 		$923K Buy
+102,442
New +$922K 0.38% 68

Other funds holding FTMA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Abbot Financial Management's FTMA Position: Q1 2026 in Review

Abbot Financial Management held its Franklin Massachusetts Municipal Income ETF (FTMA) position steady in Q1 2026 at 102,442 shares worth $918K. The position accounts for 0.38% of the portfolio, ranked #77.

Abbot Financial Management first reported a position in FTMA in Q4 2025 and has held it in 2 quarters since. The position peaked at $923K in Q4 2025. 55 funds tracked by Wall St. Rank hold FTMA as of Q1 2026.

  • Abbot Financial Management held 102,442 shares of Franklin Massachusetts Municipal Income ETF worth $918K as of Q1 2026.
  • Abbot Financial Management left its Franklin Massachusetts Municipal Income ETF share count unchanged in Q1 2026.
  • Franklin Massachusetts Municipal Income ETF made up 0.38% of Abbot Financial Management's portfolio in Q1 2026, its #77 holding.
  • Abbot Financial Management first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Abbot Financial Management's Franklin Massachusetts Municipal Income ETF position peaked at $923K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.