CASB
FTMU

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

Cape Ann Savings Bank’s Portfolio FTMU Stock Details FTMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239K Hold
30,139
– – 0.11% 108
2026
Q1 		$235K Buy
+30,139
New +$237K 0.12% 111

Other funds holding FTMU

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Commonwealth Equity Services
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BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

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

Cape Ann Savings Bank held its Franklin Municipal Income ETF (FTMU) position steady in Q2 2026 at 30,139 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #108.

Cape Ann Savings Bank first reported a position in FTMU in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold FTMU as of Q2 2026.

  • Cape Ann Savings Bank held 30,139 shares of Franklin Municipal Income ETF worth $239K as of Q2 2026.
  • Cape Ann Savings Bank left its Franklin Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin Municipal Income ETF made up 0.11% of Cape Ann Savings Bank's portfolio in Q2 2026, its #108 holding.
  • Cape Ann Savings Bank first reported a position in Franklin Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q2 2026.

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