CIA
FTMU

Cape Investment Advisory’s Franklin Municipal Income ETF FTMU Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-646
Closed -$5.05K – 1309
2025
Q4 		$5.05K Buy
+646
New +$5.06K ﹤0.01% 902

Other funds holding FTMU

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Cape Investment Advisory's FTMU Position: Q1 2026 in Review

Cape Investment Advisory sold out of Franklin Municipal Income ETF (FTMU) in Q1 2026, closing a stake of 646 shares — an estimated $5.05K sold.

Cape Investment Advisory first reported a position in FTMU in Q4 2025 and held it in 1 quarter. The position peaked at $5.05K in Q4 2025. 74 funds tracked by Wall St. Rank hold FTMU as of Q1 2026.

  • Cape Investment Advisory reported no remaining Franklin Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 646 Franklin Municipal Income ETF shares in Q1 2026, an estimated $5.05K.
  • Cape Investment Advisory first reported a position in Franklin Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's Franklin Municipal Income ETF position peaked at $5.05K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.