AWM
FTMA

AE Wealth Management’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

AE Wealth 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 		$60K Hold
6,692
– – ﹤0.01% 1921
2025
Q4 		$60.3K Buy
+6,692
New +$60.2K ﹤0.01% 1815

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

AE Wealth Management's FTMA Position: Q1 2026 in Review

AE Wealth Management held its Franklin Massachusetts Municipal Income ETF (FTMA) position steady in Q1 2026 at 6,692 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

AE Wealth Management first reported a position in FTMA in Q4 2025 and has held it in 2 quarters since. The position peaked at $60.3K in Q4 2025. 55 funds tracked by Wall St. Rank hold FTMA as of Q1 2026.

  • AE Wealth Management held 6,692 shares of Franklin Massachusetts Municipal Income ETF worth $60K as of Q1 2026.
  • AE Wealth Management left its Franklin Massachusetts Municipal Income ETF share count unchanged in Q1 2026.
  • Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1921 holding.
  • AE Wealth Management first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Franklin Massachusetts Municipal Income ETF position peaked at $60.3K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.