AWM
FTMS

AE Wealth Management’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

AE Wealth Management’s Portfolio FTMS Stock Details FTMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.08K Hold
816
– – ﹤0.01% 2305
2025
Q4 		$8.1K Buy
+816
New +$8.11K ﹤0.01% 2168

Other funds holding FTMS

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Cetera Investment Advisers
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LPL Financial
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $234M AUM 16.71% 1-Year Est. Return

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

AE Wealth Management held its Franklin Short-Term Municipal Income ETF (FTMS) position steady in Q1 2026 at 816 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

AE Wealth Management first reported a position in FTMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.1K in Q4 2025. 39 funds tracked by Wall St. Rank hold FTMS as of Q1 2026.

  • AE Wealth Management held 816 shares of Franklin Short-Term Municipal Income ETF worth $8.08K as of Q1 2026.
  • AE Wealth Management left its Franklin Short-Term Municipal Income ETF share count unchanged in Q1 2026.
  • Franklin Short-Term Municipal Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2305 holding.
  • AE Wealth Management first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Franklin Short-Term Municipal Income ETF position peaked at $8.1K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q1 2026.

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