CAPTRUST Financial Advisors
FTMU

CAPTRUST Financial Advisors’s Franklin Municipal Income ETF FTMU Stock Holding History

CAPTRUST Financial Advisors’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 		$125K Buy
15,750
+159
+1% +$1.25K ﹤0.01% 2995
2026
Q1 		$121K Buy
15,591
+99
+0.6% +$779 ﹤0.01% 2780
2025
Q4 		$121K Buy
+15,492
New +$121K ﹤0.01% 2591

Other funds holding FTMU

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CAPTRUST Financial Advisors's FTMU Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Franklin Municipal Income ETF (FTMU) stake by 1% in Q2 2026, buying an estimated $1.25K and bringing the position to 15,750 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #2995.

CAPTRUST Financial Advisors first reported a position in FTMU in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold FTMU as of Q2 2026.

  • CAPTRUST Financial Advisors held 15,750 shares of Franklin Municipal Income ETF worth $125K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 159 Franklin Municipal Income ETF shares in Q2 2026, an estimated $1.25K.
  • Franklin Municipal Income ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2995 holding.
  • CAPTRUST Financial Advisors first reported a position in Franklin Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.