Claro Advisors’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Claro Advisors’s Portfolio FTMA Stock Details FTMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$200K	Buy	+22,333	New	+$202K	0.02%	495

Other funds holding FTMA

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Claro Advisors's FTMA Position: Q1 2026 in Review

Claro Advisors opened a new position in Franklin Massachusetts Municipal Income ETF (FTMA) in Q1 2026: 22,333 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #495 among its holdings.

55 funds tracked by Wall St. Rank hold FTMA as of Q1 2026.

Claro Advisors held 22,333 shares of Franklin Massachusetts Municipal Income ETF worth $200K as of Q1 2026.
Franklin Massachusetts Municipal Income ETF was a new Claro Advisors position in Q1 2026.
Franklin Massachusetts Municipal Income ETF made up 0.02% of Claro Advisors's portfolio in Q1 2026, its #495 holding.
55 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.