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Cherry Tree Wealth Management’s Franklin Minnesota Municipal Income ETF FTMN Stock Holding History

Cherry Tree Wealth Management’s Portfolio FTMN Stock Details FTMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.23M Buy
394,181
+373,569
+1,812% +$3.23M 0.61% 45
2026
Q2 		$184K Buy
+20,612
New +$182K 0.03% 175

Other funds holding FTMN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Cherry Tree Wealth Management's FTMN Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Franklin Minnesota Municipal Income ETF (FTMN) stake by 1,812% in Q3 2026, buying an estimated $3.23M and bringing the position to 394,181 shares worth $3.23M. The position accounts for 0.61% of the portfolio, ranked #45.

Cherry Tree Wealth Management first reported a position in FTMN in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold FTMN as of Q3 2026.

  • Cherry Tree Wealth Management held 394,181 shares of Franklin Minnesota Municipal Income ETF worth $3.23M as of Q3 2026.
  • Cherry Tree Wealth Management bought 373,569 Franklin Minnesota Municipal Income ETF shares in Q3 2026, an estimated $3.23M.
  • Franklin Minnesota Municipal Income ETF made up 0.61% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Cherry Tree Wealth Management first reported a position in Franklin Minnesota Municipal Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Franklin Minnesota Municipal Income ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.