CA
FTMA

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
Q2 		$229K Buy
25,079
+2,746
+12% +$24.8K 0.02% 482
2026
Q1 		$200K Buy
+22,333
New +$202K 0.02% 495

Other funds holding FTMA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPWS
McCarter Private Wealth Services Boston, Massachusetts $290M AUM 33.25% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Claro Advisors's FTMA Position: Q2 2026 in Review

Claro Advisors increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 12% in Q2 2026, buying an estimated $24.8K and bringing the position to 25,079 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #482.

Claro Advisors first reported a position in FTMA in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Claro Advisors held 25,079 shares of Franklin Massachusetts Municipal Income ETF worth $229K as of Q2 2026.
  • Claro Advisors bought 2,746 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $24.8K.
  • Franklin Massachusetts Municipal Income ETF made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #482 holding.
  • Claro Advisors first reported a position in Franklin Massachusetts Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.