CWRP
FTMU

Cassady Wealth & Retirement Planning’s Franklin Municipal Income ETF FTMU Stock Holding History

Cassady Wealth & Retirement Planning’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 		$187K Hold
23,725
– – 0.1% 100
2025
Q4 		$185K Buy
+23,725
New +$186K 0.12% 96

Other funds holding FTMU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Cassady Wealth & Retirement Planning's FTMU Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning held its Franklin Municipal Income ETF (FTMU) position steady in Q1 2026 at 23,725 shares worth $187K. The position accounts for 0.1% of the portfolio, ranked #100.

Cassady Wealth & Retirement Planning first reported a position in FTMU in Q4 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold FTMU as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 23,725 shares of Franklin Municipal Income ETF worth $187K as of Q1 2026.
  • Cassady Wealth & Retirement Planning left its Franklin Municipal Income ETF share count unchanged in Q1 2026.
  • Franklin Municipal Income ETF made up 0.1% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #100 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Franklin Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.