Commonwealth Equity Services
FTMA

Commonwealth Equity Services’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Commonwealth Equity Services’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 		$37.6M Buy
4,125,919
+902,884
+28% +$8.16M 0.05% 369
2026
Q1 		$28.9M Buy
3,223,035
+248,237
+8% +$2.24M 0.04% 434
2025
Q4 		$26.8M Buy
+2,974,798
New +$26.8M 0.04% 456

Other funds holding FTMA

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Commonwealth Equity Services's FTMA Position: Q2 2026 in Review

Commonwealth Equity Services increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 28% in Q2 2026, buying an estimated $8.16M and bringing the position to 4,125,919 shares worth $37.6M. The position accounts for 0.05% of the portfolio, ranked #369.

Commonwealth Equity Services first reported a position in FTMA in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Commonwealth Equity Services held 4,125,919 shares of Franklin Massachusetts Municipal Income ETF worth $37.6M as of Q2 2026.
  • Commonwealth Equity Services bought 902,884 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $8.16M.
  • Franklin Massachusetts Municipal Income ETF made up 0.05% of Commonwealth Equity Services's portfolio in Q2 2026, its #369 holding.
  • Commonwealth Equity Services first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.