CASB
FTMA

Cape Ann Savings Bank’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Cape Ann Savings Bank’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
Q2 		$151K Hold
16,548
– – 0.07% 112
2026
Q1 		$148K Buy
+16,548
New +$150K 0.07% 120

Other funds holding FTMA

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Morgan Stanley
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Bank of America
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPWS
McCarter Private Wealth Services Boston, Massachusetts $290M AUM 33.25% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cape Ann Savings Bank's FTMA Position: Q2 2026 in Review

Cape Ann Savings Bank held its Franklin Massachusetts Municipal Income ETF (FTMA) position steady in Q2 2026 at 16,548 shares worth $151K. The position accounts for 0.07% of the portfolio, ranked #112.

Cape Ann Savings Bank first reported a position in FTMA in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Cape Ann Savings Bank held 16,548 shares of Franklin Massachusetts Municipal Income ETF worth $151K as of Q2 2026.
  • Cape Ann Savings Bank left its Franklin Massachusetts Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin Massachusetts Municipal Income ETF made up 0.07% of Cape Ann Savings Bank's portfolio in Q2 2026, its #112 holding.
  • Cape Ann Savings Bank first reported a position in Franklin Massachusetts Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.